Quote-to-billing walkthrough
Suggested starting point for : compare this quote-to-billing path with your workflow.
Review a quote exception from its source file through billing.
Open any record, or follow one quote from source evidence through the estimate and billing documents.
Read the sourceExtract scope, price, alternates, and exclusions from approved files.
Surface the exceptionShow exactly what does not reconcile and where the number came from.
Stage the actionRecalculate dependent session views only after a person reviews and approves the change.
Fictional sample data. Changes and staged sends stay in this browser.