Send tailored PDF quote to client from sheet
Send tailored PDF quote to client from sheet
Your proposal rows require manual PDF assembly, delaying construction quotes and follow-ups. Get filled PDF proposals emailed to prospects automatically so they receive quotes within 30 minutes.
Overview
Manual quote assembly slows deal velocity and frustrates prospects. This flow turns a spreadsheet row into a branded PDF proposal and emails it to the prospect within 30 minutes, closing the response gap and keeping projects moving.