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Create quote and capture lead from form submission

Create quote and capture lead from form submission

Your project enquiry forms leave quotes and client records incomplete, forcing manual entry and slowing responses. It creates a tailored proposal and CRM record so you can follow up the same day.

Create quote and capture lead from form submission

Overview

Form enquiries are a primary revenue source for small architecture teams, but manual quoting stalls follow-up. This flow turns each submission into a branded proposal and a CRM lead, letting your founder or BD lead begin outreach same day and keep prospects moving.

Create quote and capture lead from form submission