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Create proposal folder and estimates for new leads

Create proposal folder and estimates for new leads

Your lead cards lack a ready proposal folder, delaying estimator handoffs. Get a populated folder with estimate templates linked to the card so your team can begin same day.

Create proposal folder and estimates for new leads

Overview

New lead cards often stall while someone assembles folders and templates, costing estimator time and delaying outreach. This flow creates a proposal folder, copies estimate templates, and attaches links to the card so your project team can begin work the same day.

Create proposal folder and estimates for new leads