Move deal to quote roster when quote sent

You send quotes as documents but your deal records stay unchanged, leaving support teams without current status for customer follow-up. Gain updated deal status so teams can follow up the same day.

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Overview

When a quote is sent, your CRM should immediately show that a customer reached the quote stage; gaps mean slower follow-up and frustrated customers. This flow aligns document events with deal status so support and account teams see updated roster entries and can act the same day.