Add pending estimate to pipeline and update job
Add pending estimate to pipeline and update job
Your pending estimate documents living in project files obscure pricing and delay sales follow-up. Capture them into a pipeline sheet so estimators and project managers prioritize outreach same day.
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Overview
When pending estimate documents sit untracked, follow-up slips and opportunities cool off. This flow captures each pending estimate into your pipeline sheet and flags the job so estimators and project managers can prioritize outreach same day.