Notify sales and ops of updated estimates promptly
Notify sales and ops of updated estimates promptly
You lose momentum when estimate updates land unseen, leaving reps without customer context and delaying bookings. Get concise estimate alerts for sales and ops so follow-ups happen within minutes.
Overview
Estimate changes often arrive without visibility, causing slow follow-up and lost momentum. This flow captures every estimate create or update, formats the key details, and posts a concise alert so reps and ops can act within minutes.