THE QUOTE LIVES IN FOUR PLACES.

The problem

A quote was written in Word, then retyped into the job board, the accounts and the customer email.

What we built

One quote record in a SharePoint list. Document generation writes the PDF and Power Automate tells the other three.

The result

Before

96,400keystrokes a year

Four places.

After

6,300

keystrokes a year

One place, which tells the other three.

A keystroke is one thing a person had to type or click.