Create proposal PDF from quote workbook and email
Create proposal PDF from quote workbook and email
Your quote workbooks mix scope and cost lines, which slows proposal creation and produces inconsistent client documents. Receive consistent, prefilled proposal PDFs for client review same day.
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Overview
When new quote workbooks sit unprocessed in shared folders, proposal turnaround slows and project starts slip. This flow turns those workbooks into consistent, branded proposal PDFs and delivers them to clients within minutes, giving project managers ready-to-send proposals the same day.