Add client approval note and update service ticket status
Add client approval note and update service ticket status
Your quote approval emails often sit unlogged in your service desk, delaying invoicing and scheduling. Add the approval note and update the ticket so delivery and sales can act same day.
Overview
When client approvals arrive by email, your delivery and billing teams need immediate context to avoid invoicing and deployment delays. This workflow extracts approval details, logs a note on the service ticket, updates status, and posts the quote link so teams can act same day.