Update quote status to accepted when amendment signed
Update quote status to accepted when amendment signed
Your signed amendment forms don't update the related quote, leaving pipeline stages stale and delaying billing. Keep quote status current so sales ops and billing can proceed same day.
Overview
Signed amendment documents should move deals forward without manual updates. This flow updates the quote to Accepted as soon as the document completes, eliminating handoffs and letting sales ops and billing act the same day.