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Create RFQ folders and attach URL to deal

Create RFQ folders and attach URL to deal

Your RFQ entries lack folders and links, leaving submission documents unfiled and coordinators searching. Create folders and attach a document URL so files are ready same day.

Create RFQ folders and attach URL to deal

Overview

When an RFQ number is populated on a deal, this flow creates a standardized folder and pins a shareable link to the deal so program coordinators and delivery staff always know where documents live. That removes manual setup, speeds submission readiness, and ensures files are available for reviewers the same day.

Create RFQ folders and attach URL to deal