Keep project managers ready with standardized client folders
Keep project managers ready with standardized client folders
Project managers get bogged down creating client folders for each proposal, causing onboarding delays and billing gaps. This creates a standard client folder with Financeiro and Proposta so operations and finance can begin onboarding without manual setup.
Overview
Project managers lose momentum when proposal folders aren't ready — onboarding stalls and invoices risk delay. This workflow provisions a standardized client folder and key subfolders as soon as a proposal is submitted, eliminating setup bottlenecks so operations and finance can start work without manual handoffs.
Notable Features
- Create standardized client folder structure
- Add Financeiro and Proposta subfolders
- Notify project managers when ready