Add quotation requests to sales lead intake sheet

Your quotation submissions arrive unstructured, leaving reps without consistent contact or scope details for follow-up. Get organized rows so reps can qualify and prepare quotes same day.

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Overview

Unstructured quote requests create friction and slow down reps from preparing timely proposals. This pipeline captures every quotation submission into a single intake worksheet with formatted dates and source flags, so sales ops and reps can qualify and turn around quotes same day.