Microsoft Outlook + Quotient
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.
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 Declined
Triggers when a Quote is Declined.
- automatically do this!Send Email
Send an email from your Outlook account.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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 ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
