IT: keep deal records updated when quotes issue

IT admins see template-generated quotes go unlogged, creating gaps in deal audit trails and compliance risk. Add a deal note when a quote is issued, ensuring auditable records so sales can act quickly.

Overview

Unlogged template quotes create audit gaps that increase compliance risk and slow sales handoffs. This workflow ensures every issued quote writes a note to the associated deal, creating a clear audit trail and letting sales act on issued quotes immediately.

Notable Features

Attach deal notes on quote creation
Find matching deal by identifier
Keep auditable issuance history