Quotient + Sage Intacct
Create new Sage Intacct contacts when quotes are accepted in Quotient
Save time and streamline your sales process. When a quote is accepted in Quotient, this workflow creates a new contact in Sage Intacct instantly. No more manual data entry or delays, allowing you to focus more on growing your business relationships. This integration facilitates an efficient and seamless transition from proposal acceptance to customer management.
Save time and streamline your sales process. When a quote is accepted in Quotient, this workflow creates a new contact in Sage Intacct instantly. No more manual data entry or delays, allowing you to focus more on growing your business relationships. This integration facilitates an efficient and seamless transition from proposal acceptance to customer management.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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