Send installation quote PDF to client and update record
Send installation quote PDF to client and update record
Your project record holds unformatted quote details that delay a client-ready PDF. Get the PDF emailed and the project record updated same day for fast approval.
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Overview
Unsent or inconsistent installation quotes slow approvals and frustrate clients. This flow produces a professional PDF, emails it to the client, and updates the project record so approvals can happen the same day.