Create quote record and text customer from portal

Your portal quote requests come in without a tracked internal record, forcing manual entry and delayed follow-up. You get a database quote row and an immediate customer text same day.

Overview

Untracked portal quote requests force manual entry and slow follow-up, which costs bookings and creates production friction. This workflow captures each submission into your quote database and texts the requester instantly, giving sales and production scheduling-ready context same day.