"send emails in Microsoft Outlook when new quotes are sent in Quotient"
When a quote is sent in Quotient, streamline your workflow with this automation that sends an email through Microsoft Outlook. This increases efficiency, ensuring timely communication without the need to manually track and send emails after every quote. Enhance your productivity with a process that just works, allowing you to focus on other important tasks.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- 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





