Create and email completed quote PDF to customers
Create and email completed quote PDF to customers
You track quote requests in a sheet that require manual document creation and file wrangling, delaying external offers. Deliver a branded proposal and notify the customer the same day.
Overview
Manual quote assembly slows response times and cools prospects. This flow turns qualifying spreadsheet rows into branded proposal PDFs and emails them automatically, so reps can get offers out the same day and keep deals moving.