Create proposal email draft from newly uploaded PDF

You lose response momentum when proposal PDFs sit in a shared drive without an email ready to send. It creates a ready-to-send proposal draft with the PDF attached for same-day customer follow-up.

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Overview

Proposal PDFs sitting idle in a shared drive slow down response times and cost you booked jobs. This flow drafts a personalized proposal email with the PDF attached so your sales staff or field technicians can send quotes the same day and keep customers engaged.