Upload rebranded estimate PDFs into client file folders
Upload rebranded estimate PDFs into client file folders
Your estimate PDFs arrive without a consistent folder, delaying review and billing. The flow saves rebranded PDFs to the right client folder so reviewers and billing act same day.
Overview
Incoming estimate files often sit unprocessed, slowing review and billing. This flow centralizes rebranded PDFs into the correct client folder and updates your tracking records so reviewers and billing staff can act same day.