Quotient + SurveyMonkey
Send SurveyMonkey surveys when Quotient quotes are declined
Easily gather feedback whenever a quote is declined in Quotient using this efficient workflow. As soon as there is a declined quote in Quotient, a survey is promptly sent out via SurveyMonkey, giving you the opportunity to understand and improve upon the elements that might not be working. This seamless process not only saves time but also enhances your ability to refine customer experience.
Easily gather feedback whenever a quote is declined in Quotient using this efficient workflow. As soon as there is a declined quote in Quotient, a survey is promptly sent out via SurveyMonkey, giving you the opportunity to understand and improve upon the elements that might not be working. This seamless process not only saves time but also enhances your ability to refine customer experience.
- When this happens...Quote Declined
Triggers when a Quote is Declined.
- automatically do this!Send Survey
Send a survey invitation to one or more contacts and/or emails.
- 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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
