Create a customer quotation from deal when flag set

Your deals marked for quote require manual product mapping and pricing, delaying proposals and blocking delivery. It creates a structured quotation for sales and finance to review the same day.

Overview

Right now your team spends hours mapping products and assembling quotes, which delays proposals and frustrates on-site teams. This flow auto-builds a validated quotation from a flagged deal and posts it to your accounting system so sales and finance can review and act the same day.