Update estimate tracker row when staging files arrive
Update estimate tracker row when staging files arrive
Your estimate files in the configured staging folder arrive without tracker updates, causing missed pricing priorities. You get updated estimate rows and statuses automatically so pricing teams can act same day.
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Overview
When staging files land without tracker updates, pricing and project teams waste time reconciling and miss priorities. This workflow extracts the estimate reference, finds the matching row, and updates status so pricing teams see accurate rows and can act the same day.