Quotient + Resource Guru
Create new Resource Guru projects from accepted Quotient quotes
Streamline your project management process with this efficient automation. When a quote is accepted in Quotient, a new project is instantaneously set up in Resource Guru. This workflow saves you precious time by reducing repetitive tasks and ensures seamless transitions between quoting and project execution phases.
Streamline your project management process with this efficient automation. When a quote is accepted in Quotient, a new project is instantaneously set up in Resource Guru. This workflow saves you precious time by reducing repetitive tasks and ensures seamless transitions between quoting and project execution phases.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Project
Creates a new project.
- Free forever for core features
- 14 day trial for premium features & apps
Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote 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
Quote Completed
Triggers when a Quote is Completed.
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