Quotient + Teamwork

Create Teamwork comments when new, accepted Quotient quotes occur

Stay updated and enhance your team's efficiency with this streamlined process. When a Quote Accepted event occurs in Quotient, it immediately prompts a task comment in Teamwork, keeping everyone informed about crucial updates. This automation eliminates manual tracking and fosters better communication within your team.

Stay updated and enhance your team's efficiency with this streamlined process. When a Quote Accepted event occurs in Quotient, it immediately prompts a task comment in Teamwork, keeping everyone informed about crucial updates. This automation eliminates manual tracking and fosters better communication within your team.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Task Comment

    Creates a new task comment.

    ActionWrite
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Supported triggers and actions

  • Quotient triggers, actions, and search

    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management
teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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