Create tender folder, quote workbook and progress file
Create tender folder, quote workbook and progress file
Your tender records lack folders and templates, delaying estimates and handover. This creates a folder structure, copies quote/progress sheets, and links them to the record for same-day estimating.
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Overview
Tender setup often stalls estimators who must recreate folders and templates. This flow generates a standardized folder tree, copies quote and progress spreadsheets, and pins the link to the record so estimators can begin same-day.