Move quote-ready cards to configured list for handoff
Move quote-ready cards to configured list for handoff
Your project cards stay in intake after submissions, delaying quotes and leaving coordinators unsure of next steps. They are routed to a quote-ready list so coordinators can follow up within minutes.
Overview
Intake events that don't reach the quote stage slow proposal turnaround and frustrate coordinators. This workflow finds matching board cards and moves them into the quote-ready stage so proposal coordinators can follow up within minutes, reducing handoff friction and keeping schedules predictable.