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Create project records from published proposals in your database

Create project records from published proposals in your database

Your published proposals aren't captured centrally, forcing you to copy details and delaying project setup. It creates consistent project records so teams can act the same day.

Create project records from published proposals in your database

Overview

When a proposal is published, this flow captures the key details into your central database so ops and PMs stop copying pages and lose less context. Projects appear as actionable records within minutes, enabling same-day setup and fewer handoffs.

Create project records from published proposals in your database