Sales
Plan Approval Forms
Generate plan-approval selection deadlines and printable forms for a customer.
Load Customer
-- Select Customer --
Refresh
Active customers (IN-CONTRACT, PERMITTING, BUILDING)
Plan Approval Date *
Buyer(s) Name
Lot #
Community
Address
No Property Address on this customer in Airtable — add it there, then click Refresh.
Second Deposit
Calculate Deadlines & Generate Document
Timeline Overview
#
Selection Item
Days
Deadline
Open as PDF
Open Legacy PDF
Push Dates to Airtable