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Create quote and deal record from submitted form

Create quote and deal record from submitted form

Your quote submissions arrive unparsed, leaving sales without contact details or a printable quote. Get contact, deal, and attached PDF created automatically so reps can follow up same day.

Create quote and deal record from submitted form

Overview

Stop leaving quote submissions untracked and remove the manual re-entry burden from sales reps. This flow creates or finds the contact, builds a deal with the quoted amount, attaches a PDF, and delivers the file so reps can act the same day.

Create quote and deal record from submitted form