Log new estimates to a centralized quote table
Log new estimates to a centralized quote table
Your billing estimates aren't logged centrally, creating manual reconciliation work and delayed invoicing. Records are added to a shared quote table so finance and sales see new estimates same day.
Overview
If estimates aren't captured centrally, finance spends time reconciling and sales misses timely follow-up. This flow captures every new estimate into a shared quote table and surfaces it to finance and sales within minutes, enabling same-day reconciliation and outreach.