Update project quote rows when source records change
Update project quote rows when source records change
Your quote records in the source database may change without updating planning sheets. Keep your project spreadsheet aligned so planners can act on accurate quotes same day.
Overview
When quote data drifts between systems, project planning stalls and resources are misallocated. This flow keeps the project spreadsheet current within minutes, so project managers and coordinators can finalize plans and orders same day.