Generate Phase I proposal PDF and save to folder
Generate Phase I proposal PDF and save to folder
Your Phase I proposal requests in the intake app stall when document creation and sharing are manual. You get ready-to-share PDFs and folder links attached to the record the same day.
Overview
Manual proposal assembly wastes time and creates inconsistent client materials. Automating document population, PDF export, folder creation, and record linking turns intake rows into ready-to-share proposals so teams can send proposals the same day.