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Create PO and quotation numbers for new deals

Create PO and quotation numbers for new deals

Your new deal records lack PO and quotation numbers, causing invoice confusion and slower billing. Assign sequential IDs so billing staff and sales ops have references same day.

Create PO and quotation numbers for new deals

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Overview

When deals arrive without PO or quotation numbers, billing stalls and reps waste time hunting references. This workflow generates sequential identifiers and writes them back to the deal and a shared counter, so billing staff and sales ops have consistent references same day.

Create PO and quotation numbers for new deals