Update draft quote records from external quoting system

Your draft quote records lack current statuses, forcing coordinators to check the quoting system manually. It keeps quote entries current for sales and billing within the hour.

Overview

Stale draft quotes force coordinators to hunt in the quoting platform and delay follow-up and invoicing. This flow centralizes up-to-date quote details in your internal table and surfaces changes within the hour so sales and billing can act faster.