Attach emailed estimate PDF to account record for billing

Your emailed estimates aren't linked to constituent records, leaving billing staff without context. It attaches the PDF to the account record so staff can reconcile faster, before the next billing run.

Overview

Missing estimate PDFs slow reconciliation and force staff to hunt through email threads. This flow ensures emailed estimates appear on the correct account record within minutes so billing staff and program coordinators can reconcile before the next billing run.