Keep estimates accessible for operations and project teams

Operations coordinators lose emailed estimates in crowded inboxes, causing project delays. Saved estimates land in a central folder so operations staff find cost details instantly.

Overview

Missing estimate attachments stall projects and create duplicate cost requests for operations staff. This workflow files every emailed estimate into a central, project-organized folder and notifies ops, eliminating retrieval delays so coordinators can act faster. The result is fewer lost files and smoother project handoffs.

Notable Features

Save estimate attachments to storage
Create project-specific folders on arrival
Notify operations staff of new estimates