For civil engineers: Provision proposal folders and estimates

Civil engineers at small firms miss proposal setup when deals close, delaying estimates and risking missed bids. It creates folders, an estimate record, and alerts so estimators can start work.

Overview

Missed proposal setup delays estimates and risks lost bids for small civil engineering firms. This workflow provisions folders, creates an estimating record, and notifies proposers so estimators begin work without manual setup, enabling faster handoffs and zero missed follow-ups.

Notable Features

Create project folders on deal creation
Create estimating record with deal details
Notify proposers with folder and link