If you have an existing project, our project upload feature makes it easy to get that existing information into Eano.
It accepts common file formats like PDFs, Excel and spreadsheet files, Word files, and even images. You don’t need to do any preparation. Drop the file in, and we’ll automatically read what we can, including:
The project address and location
Client details (including name, phone number, and email address)
Project description
The scope of work
You can do this in two different places.
First, you can access this feature by dropping a file in the form to create a new opportunity.
Second, you can access this by choosing “Upload an Existing Project or Template” from the template cards on the Scope tab when you’ve created a new opportunity.