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Update customer information, create estimate, and create client from proposal status changes

Update customer information and create estimates and clients as proposal statuses change in Portal.io. Gain faster onboarding and improved client management with QuickBooks Online and Jobber integration.

Update customer information, create estimate, and create client from proposal status changes

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Overview

Update customer information and create estimates and clients as proposal statuses change in Portal.io. Gain faster onboarding and improved client management with QuickBooks Online and Jobber integration.

Update customer information, create estimate, and create client from proposal status changes