Update project stage when quote is marked sent
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.
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.