Help production managers attach converted quote sheets to CRM

Production managers get supplier quotes in mixed currencies, risking billing errors. Adds converted totals and versioned quote links to opportunities so sales and production can review immediately.

Overview

Supplier quotes in mixed currencies create billing errors and stall production handoffs. This workflow writes converted totals and a versioned quote sheet into the opportunity record so sales and production start review immediately, removing manual currency mistakes and leaving an auditable quote history.

Notable Features

Write converted totals to opportunity
Create versioned quote spreadsheet links
Populate opportunity with line-item detail