Create proposal from new project for sales review

Your new project entries often miss specs and finance context, leaving reps unprepared for quotes. Reps get structured proposal records, enabling same-day quoting.

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Overview

When project entries don't translate into proposal records, reps waste time recreating specs and miss finance context, which delays quotes. This flow captures project data, calculates finance terms, and creates a structured proposal record linked to the source so reps can prepare quotes the same day.