Send quote move notice to stakeholders for same-day updates

Quoted opportunities lack a clear handoff, leaving billing and fulfilment without the quote number or context. Get quote details to stakeholders and ensure records are updated the same day.

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Overview

When quoted opportunities land without a clear handoff, billing and fulfillment stall. This flow captures the quote reference and delivers it to the right people within minutes so records are updated and next steps proceed the same day.