Create quote, send proposal, and open project intake

Incoming quote webhooks lack a tracked quote or project, delaying billing and onboarding. It creates a draft quote, sends a proposal, and opens project tasks so you can start delivery same day.

Overview

Raw quote payloads often sit untracked, which stalls billing and delivery. This flow turns those requests into a draft accounting quote, a sent proposal, and a project intake record so billing and delivery can begin the same day. It reduces manual handoffs and gets projects moving faster.