Business owners: generate accurate, aggregated service quotes from submissions
Business owners: generate accurate, aggregated service quotes from submissions
Business owners receive forms with services and booking dates, causing pricing mistakes and stalled deals. This workflow computes and aggregates prices so sales reps produce accurate quotes.
Overview
Manual quoting errors let competitors close deals and stall revenue. This workflow centralizes price and discount calculations from form submissions, ensuring consistent, accurate quotes and faster handoffs to sales. Customers report faster quote turnaround and fewer pricing errors.
Notable Features
- Calculate per-service line totals
- Apply booking date discounts
- Create structured quote records