Create Word copy and add to configured folder
Create Word copy and add to configured folder
Your draft proposals sit in cloud documents, leaving reviewers without a downloadable Word copy. Save a Word version to your configured folder so proposal managers can review and share same day.
Overview
Drafts held only as cloud docs force reviewers to reformat before client delivery, slowing proposals. This flow creates a downloadable Word file, places it in the configured folder, and notifies the originating channel so proposal managers can review and share same day.