Apply parsed vendor quote data to deal records
Apply parsed vendor quote data to deal records
You get unstructured vendor quotes, leaving deals without cost, PO, or freight data for pricing. The workflow fills deal fields so sales and procurement can approve quotes same day.
Workflow preview:
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Overview
Incoming vendor quotes often arrive unstructured and bury critical cost and PO details, delaying approvals. This flow extracts those fields and updates the deal record automatically, so sales and procurement can approve and move orders same day.