Add incoming quote requests to a tracking sheet
Add incoming quote requests to a tracking sheet
Your incoming quote emails aren't triaged into a log, leaving proposals unassigned and context scattered. Capture requests in a shared sheet and send quick confirmations so follow-ups happen same day.
Overview
Quote emails often sit untracked in engineering inboxes, slowing responses and costing opportunities. This flow logs every request to a central sheet and sends instant acknowledgements so sales engineers and coordinators can assign and act on leads same day.