Send client lead-gen quote email when task advances

You miss client approvals when quote details remain in project tasks and inconsistent formatting requires manual fixes. It sends a polished quote email so clients can approve before campaign kickoff.

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Overview

When quote tasks move to the ready stage, this sends a professional, data-rich proposal email to the client automatically. It reduces manual copy work for marketing ops and gets approval-ready proposals to clients within minutes, accelerating campaign kickoff.