Send approved quote notification to billing and ops team
Send approved quote notification to billing and ops team
Your approved quotes sometimes don't reach billing, leaving invoices and estimates uncreated and reconciliation delayed. It alerts billing and project leads so setup occurs same day.
Overview
Approved quotes should trigger action, not manual follow-ups; this workflow sends immediate approval alerts to billing and project leads so they can set up the project and estimate same day. That reduces invoicing lag and helps ensure invoices are ready before the next billing run.