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Send estimates and log status to project records

Estimates created outside project records leave customer outreach and internal tracking inconsistent. It sends the estimate and logs status so approvals happen same day.

Send estimates and log status to project records

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Overview

Estimates sent without a record create billing friction and slow approvals. This flow makes every estimate both customer-facing and auditable, so project managers and billing staff see delivery and email status within minutes and can act the same day.

Send estimates and log status to project records