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Create proposal and reports from new quote file

Create proposal and reports from new quote file

Your new quote files need repeated sheet creation and formula updates, delaying proposals and creating versioning headaches. It creates proposal, savings, and tax sheets and files them for same-day delivery.

Create proposal and reports from new quote file

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Overview

New quote uploads shouldn’t cost hours of manual sheet setup or lead to conflicting versions. This flow converts an incoming quote into ready-to-send proposal, savings, and tax spreadsheets and files them into a project folder, so proposal coordinators can share client-ready materials the same day.

Create proposal and reports from new quote file