Create quote line items from new customer quote requests
Create quote line items from new customer quote requests
You get quote requests with service selections that don't become line items, stalling estimates. The workflow creates per-service quote line items so estimators can price and schedule work same day.
Workflow preview:
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Overview
When quote requests arrive as unstructured notes, estimators waste time rekeying service lines and missed items delay work. This flow creates per-service quote line items automatically, so your estimators and coordinators can price and schedule work same day and reduce manual errors.