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Create site survey checklist and attach to opportunity

Create site survey checklist and attach to opportunity

Your opportunities lack standardized site documentation, causing inconsistent surveys and quote delays. Attach a PDF checklist to the opportunity so technicians get it before the visit.

Create site survey checklist and attach to opportunity

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Overview

When an opportunity moves to inspection, inconsistent on-site paperwork can delay quotes and waste field time. This workflow creates a standardized PDF checklist, attaches it to the opportunity, and emails operations so technicians receive the packet before the visit.

Create site survey checklist and attach to opportunity