Quotient + Roll
Create new Roll projects when Quotient quotes are sent
Efficiently manage your projects by connecting Quotient and Roll with this seamless workflow. When a quote is sent in Quotient, a new project will be created in Roll, keeping your project pipeline up-to-date and streamlining your project management process. This automation helps you save time and ensures that no important projects fall through the cracks.
Efficiently manage your projects by connecting Quotient and Roll with this seamless workflow. When a quote is sent in Quotient, a new project will be created in Roll, keeping your project pipeline up-to-date and streamlining your project management process. This automation helps you save time and ensures that no important projects fall through the cracks.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Project
Triggers when a new project is created.
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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 ($)