Create project records from accepted quotes for teams
Create project records from accepted quotes for teams
Your accepted quotes often aren't converted into project records, causing scheduling gaps and missing site details. Create project and contact records automatically so teams can schedule work same day.
Overview
Accepted quotes should instantly become workable projects — not sit waiting for manual entry. This flow turns a quote acceptance into a contact and a linked project item automatically, so project managers can assign resources and start work the same day.