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Update job record with quoted list attachment in schedule

Update job record with quoted list attachment in schedule

Your quoted CSVs landing in the shared folder lack job context and delay proofing and client approvals. It links and files those quotes to the job record so teams can prepare proofs the same day.

Update job record with quoted list attachment in schedule

Overview

Quoted CSVs that land in a staging folder often lose job context and slow down proofing. This flow reliably links each quote to the correct job record and files a copy in the job folder, so production and account teams can prep proofs the same day.

Update job record with quoted list attachment in schedule