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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.

Keep quote documents discoverable for project managers and sales ops

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

Keep quote documents discoverable for project managers and sales ops