Update quote running notes from incoming webhook events
Update quote running notes from incoming webhook events
Your quotes lack progress notes when updates arrive, leaving owners without handoff context. It appends time-stamped update lines so managers have context before client review.
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Overview
When external teams or forms send progress updates, your quote records should carry that context into project handoffs. This flow keeps quote notes current so project managers arrive at client reviews with up-to-date history within minutes of the original update.