Create proposal and upload files to project record
Create proposal and upload files to project record
Your proposal files and job tracker rows miss updated pricing and attachments, creating approval delays for service managers. Ensure consistent proposal files and updated job fields to speed approvals.
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Overview
When a job reaches your configured submission stage, missing proposal files and manual number entry create approval friction for service teams. This flow produces a consistent proposal file, extracts pricing, and writes those values back to the job record so approvals keep moving same day.