Capture quote requests for booking agents and ops

Operations coordinators rekey webform quotes, causing missing journey and contact details and delaying scheduling. Standardized quote records let booking agents prepare quotes and schedule faster.

Overview

Operations coordinators lose time and create scheduling delays when quote forms require manual rekeying. This workflow converts every webform into a standardized quote record and notifies booking agents, eliminating manual entry so agents have full journey details and response times drop dramatically.

Notable Features

Create standardized quote records
Attach full journey details to records
Notify booking agents of new requests