Add sent quote attachments to central quote log

You send quotes as PDF attachments whose filenames include the quote number, but they sit in Sent mail without a log. Keep a dated quote ledger with extracted numbers and contacts for same-day tracking.

Add sent quote attachments to central quote log

Overview

Turn every sent quote PDF into an auditable row in your central quote ledger so sales managers and proposal coordinators always see quote numbers and contact context. That removes manual lookups, reduces missed follow-ups, and delivers same-day visibility into outgoing proposals.

Add sent quote attachments to central quote log