Keep project managers informed when CAD versions update

Project managers miss handoffs when opportunity CAD updates go unseen, stalling pipeline. Automated alerts post to sales and design channels so managers get confirmation and follow up quickly.

Overview

Missed CAD handoffs stall deals and leave project managers blind to delivery progress. This workflow routes CAD version updates to the right sales and design channels, eliminating missed follow-ups and creating an auditable version trail so project managers keep the pipeline moving.

Notable Features

Notify sales and design channels
Add CAD version to opportunity record
Log version history for traceability