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Create quote folder and update your tracking record

Create quote folder and update your tracking record

Your quote spreadsheet rows lack a standard folder, causing files to scatter and slow preparation. It creates the folder and adds the link to the row so your engagement team can deliver quotes same day.

Create quote folder and update your tracking record

Overview

When quote rows arrive without a consistent folder, your engagement team wastes time hunting for files and prep stalls. This flow creates a dedicated folder and writes the link back into the tracker so coordinators can prepare and hand off quotes same day.

Create quote folder and update your tracking record