Create review task when a quote is approved

Your approved quote emails lack a clear task record, causing proposals to stall and customers to wait. Capture approvals as assigned review items so you complete and send proposals same day.

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Overview

Approved quotes stuck in email delay proposals and frustrate customers. This flow converts each approval into a tracked, assigned review task for your service coordinators so proposals are finalized and sent the same day. It gives managers immediate visibility and reduces handoff friction.