For operations coordinators: update quotes when deals close

Operations coordinators miss quote updates when deals close, causing billing mismatches. It marks the linked quote accepted on win, so sales and ops share accurate contract status.

Overview

Missed quote updates create billing mismatches and manual reconciliation for operations. This workflow keeps quote records aligned with CRM win events so sales and ops work from the same accepted contract status. That eliminates manual updates, reduces reconciliation work, and provides a clear audit trail for finance.

Notable Features

Update quote records on deal win
Skip already accepted or invoiced quotes
Notify sales and operations stakeholders