Productive.io + Quotient
Create new Productive.io companies from sent Quotient quotes
Efficiently manage your client information and save time with this seamless workflow. When you send a quote in Quotient, it instantly creates a new company in Productive.io, ensuring your records are always up-to-date and streamlined. Focus on building relationships and leave the manual data transfer between platforms to this automated process.
Efficiently manage your client information and save time with this seamless workflow. When you send a quote in Quotient, it instantly creates a new company in Productive.io, ensuring your records are always up-to-date and streamlined. Focus on building relationships and leave the manual data transfer between platforms to this automated process.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Company
Creates company.
- Free forever for core features
- 14 day trial for premium features & apps
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 ($)