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Keep engineering informed when pre-estimate files land in folder

Engineers miss pre-estimate uploads in shared folders, delaying procurement and quote prep. Instant alerts notify engineers so procurement and quoting can start review.

Keep engineering informed when pre-estimate files land in folder

Overview

Engineering teams risk procurement bottlenecks and stalled quotes when pre-estimates go unnoticed. This workflow pushes file-published alerts to engineers and creates review tasks, removing manual follow-up and ensuring procurement and quoting move forward without delays.

Notable Features

  • Notify engineers when pre-estimates publish
  • Create procurement review tasks
  • Attach file links to tasks

Keep engineering informed when pre-estimate files land in folder