Create quote tracker entries from new ERP quotes

New quotes in your accounting system often lack a shared record, leaving sales ops and reps without quick visibility. Get quotes into a centralized tracker for timely follow-up the same day.

Overview

If new quotes only live in accounting, reps and ops miss context and response windows. This flow captures each quote into a shared tracker, maps client and line-item details, and triggers owner notifications so teams can follow up the same day.