Update estimate tracker from won estimate uploads automatically
Update estimate tracker from won estimate uploads automatically
Won estimate files drop into a shared estimating folder without tracker rows, delaying billing and project handoffs. The tracker is updated with estimate numbers and file links so billing can invoice same day.
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Overview
When won estimate PDFs sit unlogged, billing and project teams miss invoices and handoffs. This flow extracts estimate numbers from new files and updates your central tracker so billing can invoice and PMs receive handoff details the same day.