Create quote task from submitted form include attachments
Create quote task from submitted form include attachments
Your quote form submissions include dispersed pricing and carrier uploads, leaving reps without a consolidated summary. Intake coordinators get one task with a summary and files to action same day.
Workflow preview:
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Overview
When quote submissions land as scattered form rows, reps waste time assembling pricing and hunting attachments. This flow converts each submission into one tracked task with a formatted summary, cheapest-option callout, and attached files so intake coordinators can act the same day.