Format price lines and update quote records instantly

Your calculated prices in quote records are unformatted, causing inconsistent client-facing quotes and extra manual edits. Receive formatted price lines so proposals are client-ready.

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Overview

Inconsistent price formatting makes proposals look unpolished and forces manual fixes that slow down deal momentum. This flow standardizes computed prices into customer-ready lines and writes them back to the quote record, so proposal owners can send clean quotes the same day.