Update quote records and send client SMS alerts

You lose visibility when sent quotes aren't reflected on your boards, leaving billing teams unsure of status and pricing. This keeps boards current and notifies clients for same-day follow-up.

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Overview

When quotes are sent, your billing and project teams need accurate status and pricing recorded immediately. This flow updates your boards and pings clients by SMS so records and outreach are reconciled within minutes, enabling same-day billing and follow-up.