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Create draft estimate and notify team from form submissions

Create draft estimate and notify team from form submissions

Your quotation form submissions lack SKU and pricing details, causing invoice preparation delays and slower shipment scheduling. Draft estimates are created and billing staff are notified same day.

Create draft estimate and notify team from form submissions

Overview

Stop manual price lookups and ad-hoc calculations that delay billing and shipping; this workflow turns form quotations into priced draft estimates ready for review. Your billing staff and fulfillment coordinators get a draft and a notification the same day, so invoices and shipments can move forward without hold-ups.

Create draft estimate and notify team from form submissions