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.

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.