Create estimate request on deal stage change notify team
Create estimate request on deal stage change notify team
Deals in the estimation stage often lack proposal links and context, delaying estimator handoffs. Benefit: estimators receive deal context and a triggered estimate request so costing starts same day.
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Overview
When deals hit your configured estimation stage, estimators need proposal context immediately or costing stalls and kickoffs slip. This flow sends deal context to your estimation system and pings the project team so costing can start the same day.