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Create quote board item from new proforma rows

Create quote board item from new proforma rows

Your proforma rows arrive in a table without board context, forcing sales and billing to chase missing quote details. Get unified quote items on the board for faster follow-up and same-day invoicing.

Create quote board item from new proforma rows

Overview

New proforma rows often land without the board context sales and billing need, which delays quotes and invoices. This flow turns each proforma row into a populated quote item and writes the board reference back so reps can act the same day.

Create quote board item from new proforma rows