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Create client quote from dossier request via button

Create client quote from dossier request via button

Your quote requests for dossiers require manual entry, causing delays for billing and project teams. The flow creates a ready-to-send quote so teams can issue estimates the same day.

Create client quote from dossier request via button

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Overview

Stop manual quote entry and fragile handoffs so billing and project teams can move faster and more consistently. The flow generates a quote and records its reference in the dossier, enabling same-day client follow-up.

Create client quote from dossier request via button