Create validated quote records from updated proposal lines
Create validated quote records from updated proposal lines
Your proposal quotes with mixed line pricing create duplicates and mismatches that confuse coordinators. Keep client-facing quotes accurate and deduplicated so proposals are ready same day.
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Overview
When proposal line pricing drifts or duplicates appear, coordinators waste time reconciling records and proposals slip. This workflow validates line-item sell and cost values, filters risky rows, and creates clean quote records so proposals are accurate and ready same day.