Keep estimate pages current for operations and sales
Keep estimate pages current for operations and sales
Operations coordinators find dismissed estimates lingering, causing sales to offer outdated proposals and risk stalled deals. This flow removes dismissed estimates and aligns pricing on the estimate page so reps present only current, accurate proposal options.
Overview
Dismissed estimates left in records cause ops and sales to present outdated proposals and stall deals. This workflow removes those dismissed entries and aligns pricing on the estimate page, delivering zero outdated proposals and cleaner handoffs between sales and operations.
Notable Features
- Remove dismissed estimates from page
- Align pricing and tier labels
- Notify ops and sales on changes