Quotient + Repuso
Quotient + Repuso
Manage accepted quotes in Quotient by scheduling invite requests in Repuso
Facilitate your business processes with this time-saving workflow. When a quote is accepted in Quotient, this streamlines the process by instantly scheduling an invite request in your Repuso system. It's a seamless way to ensure you're always ready to engage with your customers promptly following quote acceptance, enhancing efficiency and customer satisfaction.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Schedule Invite RequestCreates a new recipient for email or SMS invite request
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More things you can do with Quotient and Repuso
Discover other triggers and actions you can use with Quotient and Repuso
- 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
