Create offer records from accounting quotes for projects

You lack current offer details when quotes stay only in accounting, which delays project scoping. Sync offers into your project database so managers have up-to-date pricing before client outreach.

Overview

When quotes live only in accounting, project teams miss the pricing and dates they need to scope work. This flow brings offers into a central project database so managers see up-to-date pricing, dates, and owners the same day, speeding scoping and client follow-up.