Update deal and line items when quote sent

Your sent quotes leave deals missing quote IDs and tax codes, causing export billing errors. It updates the deal and line items so billing and project teams have correct data same day.

Overview

Quotes sent without metadata create rework for billing and project handoffs; this flow writes quote dates and external quote numbers back to the deal and applies the correct tax group to each line item. The result: billing and project managers get export-ready records the same day, avoiding delays.