Create draft quote row from sales stage change

Deals moved to Draft often miss recorded quote details, causing manual entry and delayed billing. Adds the draft quote row and alerts your sales and billing team so proposals are actionable same day.

Overview

When a deal moves to Draft, quote details often never make it into your tracker, creating friction between sales and billing. This flow captures the deal, creates a draft quote row, and alerts stakeholders so proposals are ready and actionable same day.