Engineering handoff: capture quote forms into proposal records

Sales consultants miss quote requests in forms, causing delayed follow-up and stalled proposals. Submissions become structured proposal records so consultants begin preparing tracked quotes promptly.

Overview

Missed quote requests delay follow-up and let competitors respond first. This workflow ensures every form submission becomes a tracked proposal record so consultants can prepare and escalate quotes without manual entry, resulting in faster responses and zero missed follow-ups.

Notable Features

Create structured proposal records
Notify assigned sales consultant
Flag priority requests for follow-up