Update process checklist from pricing tool spreadsheet rows
Update process checklist from pricing tool spreadsheet rows
Pricing spreadsheet rows and your workflow checklist items miss service flags, causing handoff errors. It updates checklist fields so project managers get accurate handoff data same day.
Overview
When pricing entries and checklist fields drift, proposals stall and delivery handoffs get noisy. This workflow backfills service and price details into the checklist automatically, so project managers and operations receive accurate handoff data same day.