Update project tracker with revised quote details and dates
Update project tracker with revised quote details and dates
Updated quotes don't reach project tracking, leaving PMs without job values, deposit info, or invoice dates. It updates project records so PMs and billing see accurate amounts and due dates same day.
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Overview
Quotes change frequently and when those changes don't flow into project tracking, planners and finance teams scramble. This flow captures revised quote amounts, computes net values, and writes updated due dates into your project tracker so PMs and billing have accurate records same day.