For business owners: Get source files after estimate acceptance
For business owners: Get source files after estimate acceptance
Business owners lose source files when customers aren't prompted after estimate approval. Send upload instructions and a secure token, updating the intake so coordinators can start work promptly.
Overview
Missed upload requests stall production and create costly intake gaps. This workflow prompts customers the moment an estimate is accepted, issues a secure upload token, and updates the intake so production coordinators receive materials and work orders start promptly. The result is fewer manual handoffs and visible progress through your intake pipeline.
Notable Features
- Send upload instructions with token
- Update intake status on acceptance
- Notify coordinators when materials arrive