New Integration: Streamline Your Sales Proposal Process with Quotient
When it comes time to send a quote to a prospective customer, you want to make it easy for the customer to accept your offer. Meanwhile, you want your sales team to be able to follow up at the right time. Quotient makes all parts of online quoting simpler than ever by storing all information about your quotes in one, easily-accessible system.
With Quotient, creating and accepting quotes is a streamlined process. The tool allows for a quick, efficient feedback loop between your sales team members and customers. Built-in search functions and sales performance insights make for a proposal process that's easy for both sides to execute.
Now, with Quotient’s Zapier integration, you can connect Quotient to 750+ business tools. Create Zaps that complete your action items for you. Automatically create opportunities in your CRM instead of importing them manually, or set up a Zap to take the lead on the data transfer to your project management tool.
How Quotient Works with Zapier:
Triggers
- Quote Sent: Triggers when a new quote is first sent.
- Customer Asked Question: Triggers when a customer asks a new question.
- Customer Viewed Quote: Triggers every time a customer views a quote.
- Quote Accepted: Triggers when a quote is accepted.
- Quote Declined: Triggers when a quote is declined.
Automation Inspiration
Get started with these sample Zaps:
Get Projects Up and Running
Stay Up-to-Date About the Status and Expiry Dates of Your Quotes
How To Automate Quotient with Zapier
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Sign up for a Quotient account, and make sure you have a Zapier account
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Try some pre-made Quotient integrations and learn more about how Quotient works with Zapier
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Check out our Quotient help documentation for details on connecting your account and setting up your first Zap
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Or login and build a custom workflow with Quotient and Zapier