Confirm proposal sent and update CRM status for estimates

Your sent proposals can leave estimates out of sync, delaying coordinator handoffs. It updates CRM status and sends confirmations so teams and customers know next steps within minutes.

Overview

Proposals sent from your estimating tool often leave CRM records stale and trigger manual status checks; this flow updates the estimate stage and sends a confirmation so coordinators and crews see accurate status. Customers get an acknowledgement within minutes, reducing follow-up calls and confusion.