Send signed quote request and update project folder

Your quote PDFs and signature requests sit in email, causing missed approvals. Get quotes sent for signature and saved to the project folder so billing and project leads receive signed files same day.

Overview

Quotes sent by email often never make it into project records, delaying approvals and billing. This flow sends the customer a signature request, archives the PDF to the project folder, and alerts stakeholders so you have signed files available the same day.