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.
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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.