Update opportunity with supplier quote and converted totals
Update opportunity with supplier quote and converted totals
Your quote form submissions miss converted totals and linked sheets, creating manual pricing work. They become a populated Opportunity with converted totals and a linked worksheet for same-day review.
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Overview
Manual quote assembly ties up photographers and delays bookings; every missed conversion is an approval bottleneck. This flow consolidates submissions into the Opportunity with converted totals and a linked worksheet, enabling same-day approvals and faster crew confirmations.