Add or update quote rows in central sheet
Add or update quote rows in central sheet
You get quote records that aren't consolidated, leaving reporting stale and billing prep manual. It syncs dates, totals, and statuses to a central sheet for same-day reconciliation.
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Overview
Quote updates often never reach finance or reporting, which creates manual work and late billing. This flow captures each incoming quote, deduplicates by snapshot, and updates a single canonical sheet so sales ops and billing can reconcile records the same day.