Microsoft Outlook + Quotient
"send emails in Microsoft Outlook when new quotes are sent in Quotient"
When a quote is sent in Quotient, streamline your workflow with this automation that sends an email through Microsoft Outlook. This increases efficiency, ensuring timely communication without the need to manually track and send emails after every quote. Enhance your productivity with a process that just works, allowing you to focus on other important tasks.
When a quote is sent in Quotient, streamline your workflow with this automation that sends an email through Microsoft Outlook. This increases efficiency, ensuring timely communication without the need to manually track and send emails after every quote. Enhance your productivity with a process that just works, allowing you to focus on other important tasks.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
