Update quote board item when document is sent or signed
Update quote board item when document is sent or signed
Your proposal PDFs live outside project rows, leaving quote status unclear and crews without signed paperwork. They are attached and status updated so coordinators can schedule work same day.
Workflow preview:
Zap details:
Overview
Ensure every sent or signed proposal immediately updates the project board so operations never wait on paperwork. Signed PDFs appear on the project row and status flips within minutes, enabling same-day scheduling and cleaner handoffs to billing.