Create proposal document and project folders for quotes

New quote records lack proposal files and organized folders, which delays production and client handoffs. It builds a proposal document and folder structure so teams can begin fulfillment the same day.

Overview

When quotes arrive without a ready proposal or project folder, deals stall and production teams waste time chasing details. This flow produces a client-ready proposal document and an organized project folder automatically so business development and production can act the same day and reduce manual handoffs.