Ortho reps: keep aligner quotes consistent across offices

Ortho sales reps get mismatched aligner opportunity amounts after an office price change, forcing manual corrections and stalled deals. It updates pending quotes so reps present consistent pricing.

Overview

Inconsistent aligner pricing causes reps to waste time on manual fixes and can stall closes. This workflow ensures pending quotes reprice when a primary office hits its pricing threshold, eliminating manual corrections and keeping pricing consistent across the pipeline. The result is fewer pricing disputes and faster handoffs to closing.

Notable Features

Update pending quotes office-wide
Trigger on opportunity stage change
Notify reps of repriced deals