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Create proposal log row from new project task

Create proposal log row from new project task

Your new project tasks lack a consistent proposal record, scattering client and billing details and delaying quotes. The log centralizes proposal info so coordinators can prepare quotes same day.

Create proposal log row from new project task

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Overview

Untracked proposal tasks scatter client and billing data and slow quoting cycles. This flow creates a single proposal row for every new project task and writes a reusable Project ID back to the task, giving project managers and proposal coordinators a complete record in minutes so quotes can be prepared same day.

Create proposal log row from new project task