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Create proposals from parsed proposal emails for new clients

Create proposals from parsed proposal emails for new clients

Your proposal notification emails bury client details and addresses, delaying proposal creation and follow-up. Drafts are created and queued for owner review so you can reply the same day.

Create proposals from parsed proposal emails for new clients

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Overview

Unstructured proposal emails create manual work and slow client responses. This flow pulls client and address details from incoming proposal notifications and auto-generates draft proposals ready for owner review, so your team can reply the same day.

Create proposals from parsed proposal emails for new clients