Mark quotes in final stage as completed and notify teams
Mark quotes in final stage as completed and notify teams
When a quote moves to the final stage, records can sit in limbo and delay invoicing or project setup. The workflow marks the quote Completed and notifies downstream teams so they act within minutes.
Workflow preview:
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Overview
Quotes that stall at the final stage create billing and delivery gaps. This flow marks those quotes Completed and notifies billing and project teams, so invoices go out and projects kick off within minutes.