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Create dated quote records from incoming email attachments

Create dated quote records from incoming email attachments

Your estimate and quote email attachments hide vendor pricing and proposals across inboxes, delaying approvals. Capture dated, searchable records so coordinators can find proposals and act faster same day.

Create dated quote records from incoming email attachments

Overview

Estimate and quote attachments scattered across inboxes slow approvals and procurement. This flow captures each attachment and sender context into a dated, searchable table so coordinators and business owners can find proposals and act the same day.

Create dated quote records from incoming email attachments