Make estimates and notify billing when deals reach estimate
Make estimates and notify billing when deals reach estimate
Your billing stalls when deals reach the estimate stage without a formal estimate or customer record. The workflow creates a formatted estimate and customer entry so billing can act the same day.
Overview
When your reps mark deals as "estimate," estimates should appear in AR without manual handoffs. This flow creates a formatted estimate and customer entry the moment a deal hits the estimate stage, giving billing review-ready documents same day.