For construction directors: deliver proposal spreadsheets after inspections

Construction directors lose momentum when inspection reports pile up, stalling pricing reviews and deals at risk. This workflow generates a tailored proposal sheet and links it to the related deal so sales can review pricing and advance the opportunity.

Overview

Inspection backlogs stall pricing reviews and cool deals, putting margin and pipeline progress at risk for construction directors. Convert every inspection submission into a ready proposal sheet attached to the deal so sales can review pricing and advance opportunities without manual file prep — response times improve and handoffs become consistent.

Notable Features

Create tailored proposal spreadsheets
Attach proposal links to deals
Populate pricing and scope fields