Assign missing quote numbers for new sales quotes
Assign missing quote numbers for new sales quotes
When new quotes lack a generated quote number, reps and billing can't route or invoice, causing delays. This makes quotes ready for routing and invoicing within minutes.
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Overview
Unnumbered quotes create billing friction and messy pipeline data that slow deals and blocker invoicing. This flow guarantees every new quote gets a consistent number and notifies sales ops, so quotes are ready for routing and invoicing within minutes.