Create structured quote record from website form submissions
Create structured quote record from website form submissions
Your website quote submissions are unstructured, delaying triage and leaving uploaded files unlinked. It creates mapped project intake records so coordinators can review and quote same day.
Overview
Manual intake of quote forms slows triage and risks lost attachments; this flow turns every submission into a structured project record. Program coordinators get linked author records and files, enabling same-day review and faster quoting.