Create quote draft from board status change for leads

Your lead board updates often miss billing or contact details, causing quote preparation delays and manual fixes. Create ready draft quotes automatically for review and customer outreach the same day.

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Overview

When a lead flips to a quote-ready state, your reps and billing staff shouldn't be waiting on manual entry. This flow generates draft quotes from the board and pins the quote number back to the lead so proposals are review-ready the same day, reducing handoffs and accelerating outreach.