Microsoft Teams + Quotient
"send new Quotient quotes as chat messages in Microsoft Teams"
Easily streamline your business communications with this useful workflow. When you send a quote through Quotient, a chat message is promptly delivered in your Microsoft Teams. This means no duplication of efforts and ensures your team is always up to speed with the latest client interactions. Ideal for sales teams who want to enhance collaboration and improve response times without additional manual work.
Easily streamline your business communications with this useful workflow. When you send a quote through Quotient, a chat message is promptly delivered in your Microsoft Teams. This means no duplication of efforts and ensures your team is always up to speed with the latest client interactions. Ideal for sales teams who want to enhance collaboration and improve response times without additional manual work.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
- 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
