Manage accepted quotes in Quotient by scheduling invite requests in Repuso
Facilitate your business processes with this time-saving workflow. When a quote is accepted in Quotient, this streamlines the process by instantly scheduling an invite request in your Repuso system. It's a seamless way to ensure you're always ready to engage with your customers promptly following quote acceptance, enhancing efficiency and customer satisfaction.
Facilitate your business processes with this time-saving workflow. When a quote is accepted in Quotient, this streamlines the process by instantly scheduling an invite request in your Repuso system. It's a seamless way to ensure you're always ready to engage with your customers promptly following quote acceptance, enhancing efficiency and customer satisfaction.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Schedule Invite Request
Creates a new recipient for email or SMS invite request
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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