Create CRM deal from sent quote for sales

Your estimating system sends quotes, but sent quotes don't create CRM opportunities, leaving reps without context. Create CRM deals from sent quotes so reps can prioritize and follow up the same day.

Overview

Quotes from your estimating tool should translate into actionable opportunities, not orphaned PDFs. This flow turns sent quotes into populated CRM deals with amounts and follow-up tasks so sales ops and account executives can prioritize outreach and convert faster, often the same day.