Create draft invoice and client quote email from sent reply
Create draft invoice and client quote email from sent reply
Your approved quote replies sit in Sent and require manual invoice creation, delaying billing and delivery. Generate draft invoices and client emails instantly so payments can be requested same day.
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Overview
When approved quotes sit in your sent email, billing stalls and orders don't move; this flow converts approval replies into a ready-to-review invoice draft and client quote email so billing can request payment same day. It removes manual steps, keeps order records up to date, and gets commissions into the queue faster.