OneClick Code + Quotient
OneClick Code + Quotient
OneClick Code + Quotient integrations
Produce OneClick Code reports when new quotes are accepted in Quotient
OneClick Code reports will give you the correct jurisdiction instantly, so you will know where to apply for the correct permit. Get that important information automatically with this integration. Once it's active, a OneClick Code report will be generated as soon as a new quote is accepted in Quotient.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create Code ReportCreates a new code report.
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More things you can do with Quotient and OneClick Code
Discover other triggers and actions you can use with Quotient and OneClick Code
- 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
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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