Create estimate from updated draft records for billing

Your draft quote rows sit unprocessed in your database, delaying billing and client outreach for program coordinators and editors. Generate estimates automatically so quotes are ready to send same day.

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Overview

If draft quotes sit in your database, billing staff spend hours recreating estimates and chasing details; this flow creates estimates automatically from those records and writes the estimate ID back into the source. That means finance and project coordinators get ready-to-send quotes and visible status updates the same day.