Admin

Deal folders & workspace

Every saved deal gets its own working folder in Google Drive, with fixed sub-folders for the RFP, estimates, pricing, research and everything else. This page shows those links in one place.

Shared Drive folder all deal folders live in

Paste the link to the shared folder. The connected Google account needs edit access to it.

No shared folder set

Until a shared folder is set here, deals cannot get their own working folder and work files cannot be saved to Drive.

Drive folder link

Deals and their working folders

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No deals saved yet. Start one on the estimator.

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