Create proposal folder, document, and materials package for projects
Create proposal folder, document, and materials package for projects
You track estimates in a spreadsheet, but missing files and inconsistent proposals delay bids. The workflow creates a folder, proposal doc, and materials workbook so coordinators can start work same day.
Workflow preview:
Zap details:
Overview
When estimate rows change, missing files stall estimators and cost bidding time. This flow produces a complete project folder with a filled proposal and materials workbook so coordinators can pick up work and start the job same day.