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.
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.