Create guide quote lead and send branded PDF to sales
Create guide quote lead and send branded PDF to sales
Conservatory quote forms often lack price context and delay callbacks. This flow generates a branded guide PDF, logs the lead, and alerts a rep for follow-up within minutes.
Overview
Incoming quote requests often lack price context and sit untracked, costing estimate bookings; this flow captures each submission, calculates a guide price, generates a branded PDF, logs the lead, and alerts a rep. Your sales reps receive a packaged lead with a quote link in under two minutes so they can call and convert faster.