Update sales order with attached quote file link
Update sales order with attached quote file link
Quote PDFs can arrive detached from sales orders, blocking support and fulfillment. The workflow attaches the quote URL to the order record so staff access it immediately for same-day dispatch.
Overview
When quote PDFs land without a visible link on the order, fulfillment and support waste time hunting files and risk shipping delays. This flow writes the quote URL into the sales record and alerts ops if the order is missing, so your team can continue packing and customer updates same day.