Payaca + Quotient
Create new Payaca deals when quotes are accepted in Quotient
Ensure a swift and efficient sales process with this handy integration. As soon as a quote is accepted in Quotient, a corresponding deal is immediately created in Payaca. This eliminates the need for a manual transfer of data between the two platforms. By ensuring every accepted quote is rapidly converted to a deal in Payaca, you're streamlining your workflow and enhancing your overall productivity.
Ensure a swift and efficient sales process with this handy integration. As soon as a quote is accepted in Quotient, a corresponding deal is immediately created in Payaca. This eliminates the need for a manual transfer of data between the two platforms. By ensuring every accepted quote is rapidly converted to a deal in Payaca, you're streamlining your workflow and enhancing your overall productivity.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Deal
Creates a deal.
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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