Attach uploaded quotes and work orders to deals
Attach uploaded quotes and work orders to deals
Quote and work order PDFs sit in a shared folder unlinked to deals, leaving reps without context. Files are attached to the matching CRM deal so marketing ops and reps have documentation same day.
Overview
Missing quotes and work orders in deal records slows follow-up and billing. This flow ensures incoming PDFs are attached to the right CRM deal so reps and marketing ops have full project documentation available same day.