Keep pricing sheet updated when estimates are created

Operations coordinators face inconsistent customer details in new estimates, causing pricing errors. It writes key estimate fields to your pricing sheet so managers and sales have accurate records.

Overview

Operations coordinators risk pricing errors and stalled proposals when estimate fields are inconsistent. Connecting your accounting system to the master pricing sheet ensures billing, shipping, contact, and proposal details live in one place, reducing manual edits and enabling faster proposal handoffs; customers report fewer reconciliation headaches.

Notable Features

Update master pricing sheet rows
Map billing shipping and contact
Notify managers on record changes