Create estimate in CRM from external quote and attach PDFs
Create estimate in CRM from external quote and attach PDFs
Your incoming estimates lack job or contact context and stall sales reps with manual lookups. You get CRM estimates with line items and PDFs so you can assign jobs and follow up the same day.
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Overview
Incoming quote webhooks often sit unprocessed and force reps into manual, error-prone lookups. This flow converts those quotes into CRM estimates with full line items and PDFs so your reps can assign jobs and follow up the same day.