Extract contract data and add to summary sheet
Extract contract data and add to summary sheet
Your proposal PDFs sit untagged in the folder, making contract terms and values hard to locate for research and planning. It extracts key contract fields into a central sheet for quick review same day.
Overview
Unstructured proposal PDFs slow research and delay campaign qualification; this flow converts each new PDF into a standardized contract row. Your research and marketing ops teams get clean, normalized fields into the master sheet within minutes for same-day review and reporting.