Keep quote documents discoverable for project managers and sales ops
Keep quote documents discoverable for project managers and sales ops
Project managers lose quote docs when quote-style titles hide files, causing missed reviews and stalled handoffs. This copies matching docs into a central folder for quick review.
Overview
Project managers lose visibility and reviews stall when quote files are scattered by inconsistent titles. Centralizing matching quote documents into a dedicated Quotes folder and notifying stakeholders ensures discoverable files and faster handoffs, so review starts promptly and missed reviews are reduced.
Notable Features
- Detect quote-style titled documents
- Copy matching docs to central folder
- Notify project managers and sales ops