Capsule CRM + Quotient
Manage accepted quotes in Quotient by creating new projects in Capsule CRM
Streamline your sales-to-project workflow with this efficient automation. Whenever a quote is accepted in Quotient, a new project is swiftly created in your Capsule CRM. This not only keeps your project list up-to-date but also eliminates the need for manual data entry, giving you more time to focus on important tasks.
Streamline your sales-to-project workflow with this efficient automation. Whenever a quote is accepted in Quotient, a new project is swiftly created in your Capsule CRM. This not only keeps your project list up-to-date but also eliminates the need for manual data entry, giving you more time to focus on important tasks.
- 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
