Notify quoting channel when an outbound email is sent
Notify quoting channel when an outbound email is sent
Your underwriting quote emails lack visible routing, so coordinators miss sent details and next steps get delayed. It posts concise email context into your quoting channel so coordinators act same day.
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Overview
When underwriting sends a quote email, the rest of the pipeline needs immediate visibility to move the deal forward. This flow posts a concise, linked summary into your quoting channel so coordinators can pick up next actions and progress quotes same day.