Send email in Microsoft Outlook when quotes are declined in Quotient
Stay on top of business communication with this simple workflow. When a quote is declined in Quotient, an email is swiftly sent via Microsoft Outlook. This immediate response ensures your team can evaluate and adjust their approach as needed, keeping dialogue open and enhancing client relations. It's a straightforward yet effective way to streamline your email processes.
- When this happens...Quote DeclinedTriggers when a Quote is Declined.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with Quotient and Microsoft Outlook
Discover other triggers and actions you can use with Quotient and Microsoft Outlook
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite





