Update aging quote status and alert responsible owner
Update aging quote status and alert responsible owner
Your parsed quote emails can sit unattended, leaving proposals unaddressed and collections delayed. Update the board status and ping owners so follow-ups happen same day.
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Overview
Idle quotes create follow-up gaps and obscure which proposals need attention. This flow turns parsed quote emails into board updates and owner pings so your small team can act and accounting sees correct status before reconciliation.