Update deal pricing from quote worksheet for proposals
Update deal pricing from quote worksheet for proposals
Your quote worksheet leaves deals without totals or expense detail, slowing proposals and billing. It keeps CRM pricing and margins current so teams can finalize proposals and invoices same day.
Overview
When quote figures change, producers and billing staff often work from stale numbers and closeouts get delayed. This flow ensures deal pricing and expense lines are refreshed and visible in the CRM so proposals and invoices can be finalized same day.