IT: Create itemized estimates linked to new deals

IT admins see deals lack itemized estimates, causing quote gaps and accounting rework. It creates itemized estimates and linked line items on new deals so sales and accounting have ready records.

Overview

Missing line items stall deals and create accounting rework. This workflow ensures every new deal spawns a complete, itemized estimate with linked components, eliminating manual omissions and enabling faster quoting and cleaner accounting handoffs.

Notable Features

Create itemized estimates on deal creation
Attach linked line-item records to deals
Flag missing components for review