Create RFP opportunity records from emailed PDFs
Create RFP opportunity records from emailed PDFs
Unstructured RFP PDFs in your inbox leave proposal teams without triage context or deadlines. Benefit: structured opportunity records let you triage and assign bids the same business day.
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Overview
RFPs sitting unstructured in email waste time and raise the chance of missed bids. This flow converts RFP emails and attached PDFs into staged CRM opportunities with fit calls and deadlines surfaced, so proposal teams can triage and act the same business day.