Update project value from sent quotes into your database
Update project value from sent quotes into your database
Your sent quotes don't update project records, causing stale totals and delayed invoices. Update records automatically so managers and billing staff see correct totals same day.
Overview
When quote totals don't flow back into project records, billing and forecasting stall and invoices get delayed. This workflow writes quote line totals to the matching project record so managers and billing see correct values same day.