Create vendor quotes folder for new project records
Create vendor quotes folder for new project records
Your new project folders often lack a Vendor Quotes folder, making procurement and billing search for supplier estimates. It creates the folder at project setup so teams find quotes the same day.
Overview
When project setup skips folder scaffolding, procurement and billing waste time hunting for vendor quotes and approvals slip. This flow guarantees a Vendor Quotes folder exists on project creation so coordinators and accounting find estimates the same day and start procurement faster.