Keep engineering informed when pre-estimate files land in folder
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.
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