Send approved quote document and update project board
Send approved quote document and update project board
Your approved quote documents often sit unsent on the project board, leaving sales reps without signed proposals. Send the quote and mark the item as sent so clients get proposals within minutes.
Overview
When approved quotes sit unsent, sales velocity stalls and reps waste time chasing signatures. This flow sends the finalized proposal and updates the project board so client outreach happens within minutes and owners see sent status.