Assign sequential quotation and PO numbers to deals
Assign sequential quotation and PO numbers to deals
Your deals often lack quotation and purchase order numbers, causing inconsistent proposals and slow invoicing. Number deals so proposal and billing staff can send correct documents same day.
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Overview
Manual numbering adds friction to proposals and billing for small agencies; this flow applies sequential quotation and PO numbers as soon as a deal is created. That gives your proposal writers and billing staff consistent reference numbers and lets them deliver accurate documents the same day.