Keep project managers updated when estimate emails are sent
Keep project managers updated when estimate emails are sent
Project managers lose estimate details in cluttered sent mailboxes, causing missed follow-ups. This writes every sent estimate to a single spreadsheet so project managers have searchable records.
Overview
Missed or unlogged estimates create reactive planning and late onboarding. This workflow captures every sent estimate into one searchable, timestamped spreadsheet so project managers eliminate lost entries and run timely follow-up.
Notable Features
- Capture estimate fields from emails
- Add timestamped rows to spreadsheet
- Flag missing contact info for review