Quotient + Simpro
Turn newly accepted Quotient quotes into Simpro service jobs
Do your sales staff use Quotient for managing the quote process? Impress your customers by ensuring accepted quotes are actioned quickly with this integration. Just set it up, and it'll create a new Service Job, populate it with key information and set the Job Status to Pending, for your scheduling team to action.
Do your sales staff use Quotient for managing the quote process? Impress your customers by ensuring accepted quotes are actioned quickly with this integration. Just set it up, and it'll create a new Service Job, populate it with key information and set the Job Status to Pending, for your scheduling team to action.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Service Job
This is a hidden trigger, and is used in a Dynamic Dropdown within this app
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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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
New Company Customer
Triggers when a company customer is created.
Try It