Send invoice-ready quote acceptance alerts to regional accounts team
Send invoice-ready quote acceptance alerts to regional accounts team
Accepted quotes left untriaged delay draft invoice creation and payment runs for freight jobs. Get accounts invoice-ready quote details so billing can create drafts same day.
Overview
When accepted quotes sit untriaged, billing stalls and commercial staff chase context. This sends invoice-ready acceptance details directly to accounts and regional finance coordinators so billing can create draft invoices and start invoicing the same day.