Trigger billing and project creation from finalised quote
Trigger billing and project creation from finalised quote
You have quotes stuck at the final stage with no billing or project tasks, delaying invoices and onboarding. Trigger billing validation and project creation automatically to finish handoff within minutes.
Overview
Manual handoffs when quotes reach the final stage delay invoicing and implementation. This flow advances the quote, attaches billing contacts, and fires billing validation plus project provisioning so invoices and onboarding tasks are created within minutes.