Keep RFQ tasks marked sent for business owners

Business owners see emailed quotes not reflected in the project board, causing stalled handoffs. This workflow marks RFQ tasks as sent so operations and sales progress quotes without manual checks.

Keep RFQ tasks marked sent for business owners

Overview

Emailed quotes that don't flip RFQ task status leave handoffs stalled and create blind spots for operations and sales. This flow updates RFQ tasks to sent when a quote is emailed, giving immediate visibility, eliminating manual checks, and preventing missed follow-ups.

Notable Features

  • Mark RFQ tasks as sent
  • Notify operations and sales
  • Match emailed quote to task

Keep RFQ tasks marked sent for business owners