Mark accepted estimate and create order record in database
Mark accepted estimate and create order record in database
Your accepted estimate form submissions often don't reach accounting and delay invoicing. It creates the sales record and marks the estimate accepted so billing can issue invoices the same day.
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Overview
Manual handoffs from sales forms to accounting cost time and delay invoices. This flow records accepted estimates in your sales table and marks the estimate accepted in accounting so billing can issue invoices the same day.