Update internal quote record when estimate status changes

Your accounting estimates can drift from internal quote records, causing confusion for billing staff and sales reps. Keep quote records updated so billing and sales have aligned status the same day.

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Overview

Estimate status drift creates needless reconciliation work between billing and sales; accurate status in your quote system is essential to invoicing. This flow pushes updated estimate status into your quote records and logs the change so billing and sales see aligned status the same day.