Update project status when quotes are finalized in your board

You receive finalized quotations without linked project status, leaving project managers unsure which offers were sent and delaying billing. Teams get clear status and archived PDFs within an hour.

Workflow preview:

Zap details:

Overview

If finalized quotations don't flip project status, delivery and billing stall and project managers spend time chasing context. This flow updates the project board and archives the quote PDF automatically, giving teams clear status and files to act on within an hour.