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Create quote document when lead fee is updated

Create quote document when lead fee is updated

You lose momentum when lead fee updates don't produce a formatted quote with event details for reps to send. Create ready-to-send quote documents automatically so reps can follow up the same day.

Create quote document when lead fee is updated

Overview

Fee updates should trigger proposals, not hold them up; currently reps wait for a formatted quote and response times slip. This flow generates a populated quote document instantly on a fee change so account executives can send proposals the same day and recover lost momentum.

Create quote document when lead fee is updated