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Create project folders and attach them to opportunity

Create project folders and attach them to opportunity

New deals often arrive without a numbered project folder or prefills, forcing estimators to hunt for files and slowing bids. Provision folders and a prefilled quote sheet so teams can start estimation same day.

Create project folders and attach them to opportunity

Overview

Manual file setup after a new deal costs estimator time and delays bids. This flow provisions a numbered project workspace, copies a prefills quote sheet, and writes links back to the opportunity so coordinators can begin estimation the same day.

Create project folders and attach them to opportunity