Accept signed quote and archive attachment to client folder
Accept signed quote and archive attachment to client folder
Signed quote emails and attachments sit unfiled, blocking billing access. It files the signed PDF to the client folder and marks the quote accepted so billing can invoice same day.
Overview
Signed quotes sitting in inboxes delay invoicing and create friction between project owners and billing. This flow automatically parses the sign-off email, saves the PDF to the client folder, and marks the quote task accepted. The result: project owners and billing staff find the signed agreement and can invoice the same day.