Create deal from web quote with distance pricing
Create deal from web quote with distance pricing
Your quote form entries lack pricing and CRM context, delaying confirmations. It creates contact-linked deals with distance-based quotes so you can confirm bookings same day.
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Overview
Web quote submissions often arrive unpriced and unlinked to contacts, forcing manual lookups and slowing confirmations. This flow converts each submission into a contact-linked deal, computes distance-based quote options, and surfaces both summary and threaded pricing to your team so bookings can be confirmed same day.