Land surveyors: send boundary proposals when records change

Registered land surveyors update proposals and risk missed client outreach and wrong scopes. Create and email proposal PDFs after record changes so clients get accurate proposals and owners can decide faster.

Overview

Missed outreach and scope errors cost bids and client trust for small surveying firms. This workflow creates proposal PDFs and emails them automatically after record updates, eliminating manual file handling and missed follow-ups. Expect cleaner proposal delivery and faster owner decisions.

Notable Features

Create proposal PDFs from templates
Email clients with proposal links
Update proposal record with status