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Set client rate on new estimate records for accurate pricing

Set client rate on new estimate records for accurate pricing

Your estimate records often lack matched rate-card pricing, forcing manual lookups and inconsistent quotes. The workflow fills in client rates so your team prepares accurate proposals the same day.

Set client rate on new estimate records for accurate pricing

Overview

Manual rate lookups slow quoting and introduce inconsistent pricing across bids, which ties up your leaders and delays approvals. This flow ensures every new estimate is populated with the client rate so proposals are accurate and ready the same day.

Set client rate on new estimate records for accurate pricing