Send post-meeting proposal request and folder link now
Send post-meeting proposal request and folder link now
Post-consultation clients lack a simple way to upload photos or choose a proposal date, leaving reps without materials. Receive uploads and selected dates quickly so proposals can be prepared same day.
Overview
Stop chasing photos and dates after consultations—this flow finds the client record, creates a folder, and emails a form and upload link immediately. Your reps and project coordinators get the materials and a chosen proposal date within minutes so proposals can be drafted the same day.