Quotient + Sage Intacct
Locate customers in Sage Intacct when new quotes are accepted in Quotient
Enhance your customer management process with this streamlined workflow. Whenever a quote is confirmed in Quotient, the corresponding customer details are located in Sage Intacct, taking away the hassle of manual searching. This efficient work process lessens your bookkeeping tasks, freeing up your time to concentrate more on business expansion.
Enhance your customer management process with this streamlined workflow. Whenever a quote is confirmed in Quotient, the corresponding customer details are located in Sage Intacct, taking away the hassle of manual searching. This efficient work process lessens your bookkeeping tasks, freeing up your time to concentrate more on business expansion.
- When this happens!Quote Accepted
Triggers when a Quote is Accepted.
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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