Add fuel surcharge line to open sales quotes

Your quote spreadsheet updates aren't adding surcharge line items to Opportunities, causing undercharges and unclear handoffs. It adds the surcharge and updates notes so teams invoice correctly.

Workflow preview:

Zap details:

Overview

Missed surcharges on quotes create undercharged invoices and extra reconciliation work for billing and project teams. This flow automatically adds the configured surcharge line and appends a dated sales note, so billing and delivery can invoice correctly before the next billing run.