Log emailed quotation attachments to central daily tracker
Log emailed quotation attachments to central daily tracker
Your quotation emails with PDF attachments sit in inbox threads, delaying invoice prep and client follow-up. They get logged to a central tracker so billing and coordinators can act the same day.
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Overview
Unlogged quote emails and PDFs slow billing and client response—this captures those messages and records a normalized row for each file. Billing staff and coordinators get a single source of truth and can prepare invoices and follow-ups the same day.