Create quote record and project folder from sent quote
Create quote record and project folder from sent quote
Sent quotes not logged in your sales sheet and missing project folders stall production handoffs. It logs the quote and creates the folder so onboarding can start same day.
Overview
When sent quotes aren't tracked, delivery and onboarding stall and client expectations slip. This flow captures each sent quote, logs it to your sales sheet, and spins up a project folder so teams can start work same day.