Move deal to bid sent after estimate sent

You lose pipeline clarity when sent estimates aren't recorded to deals, leaving reps unsure which bids need outreach. Keep deal stages updated so owners and project managers can act same day.

Workflow preview:

Zap details:

Overview

When estimates are sent, your pipeline must reflect that activity so reps and project owners can follow up without guessing. This flow moves the corresponding deal to the bid-sent stage and surfaces the owner, enabling same-day outreach and cleaner forecasting.