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Create project quotes from incoming design webhooks to sales queue

Create project quotes from incoming design webhooks to sales queue

Your design submissions lack cost center and customer details, causing quote delays and manual re-entry. Get populated project quotes and customer/site records created automatically for same-day handoff.

Create project quotes from incoming design webhooks to sales queue

Overview

Manual re-entry of design submissions into your quoting system slows sales handoff and introduces errors. This flow converts each incoming design webhook into a populated quote and customer/site record, enabling same-day proposal delivery and faster installer scheduling.

Create project quotes from incoming design webhooks to sales queue