Create sales quotations from CRM deal webhooks for billing
Create sales quotations from CRM deal webhooks for billing
Your deals arrive without a formal quotation, forcing sales and billing to copy prices manually and delaying invoices. Get numbered quotations linked to each deal so invoices can be issued same day.
Overview
If deals don't produce immediate, numbered quotes, billing stalls and reps waste time on manual copy-paste. This flow generates a company quotation from each incoming deal and links it back to the CRM, letting sales and billing act same day.