Generate complete proposal and schedule PDFs for projects
Generate complete proposal and schedule PDFs for projects
Proposal rows without packaged PDFs force engineers to assemble files manually. Deliver finalized proposal and schedule PDFs automatically so clients and production staff have deliverables same day.
Overview
Stop letting engineers hand-assemble proposal packages; this flow builds, finalizes, and stores proposal and schedule PDFs the moment a row is marked ready. Engineering and sales get consistent, client-ready files within minutes so reviews and production planning can proceed same day.