Create new FreeAgent contacts when quotes are accepted in Quotient

Streamline your client management by instantly adding newly accepted Quotient quotes to your FreeAgent contacts. This workflow becomes active when you receive an accepted quote in Quotient, initiating the process of creating a new contact in FreeAgent. It's an efficient way to keep track of your customers while saving you the hassle of manual data entry. Boost your productivity with this simplified contact management process.