Update quote record and SMS the assigned owner

New quotes in your CRM often miss production, delivery, and contact details needed to schedule work. It enriches the quote and texts the owner so they can act same day.

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Overview

Quotes that arrive without production or delivery context slow downstream work and frustrate project managers. This flow enriches the quote with dates, totals, and client info and immediately notifies the owner, so follow-up happens same day and delivery milestones stay on schedule. Implementing it removes manual lookups and speeds order readiness.