For IT writers: keep quotes spreadsheet updated after sending

Writers at small IT firms lose sent quotes in email, leaving spreadsheets outdated and follow-up stalled. This workflow writes quote details to your central sheet so sales and ops manage follow-up.

Overview

Sent quotes buried in inboxes stall follow-up and miscategorize billable items for small IT firms. Centralizing every sent-quote into a master sheet keeps sales and operations aligned on line-item categories and eliminates missed follow-ups so work proceeds without guesswork.

Notable Features

Create quote rows in spreadsheet
Map line items to categories
Notify sales and ops of updates