Update project stage when quote is marked sent

Your sent quotes in accounting aren't reflected on project boards, leaving production without billing context. Keep project items updated so teams can schedule and invoice the same day.

Update project stage when quote is marked sent

Overview

Untracked sent quotes create confusion between finance and production, causing last-minute scheduling and billing delays. This flow links sent quotes to project items so your production coordinators and executive producer see the right status and can act the same day.

Update project stage when quote is marked sent