Ensure business owners trigger pricing when deals need quotes

Business owners see deals enter pricing but manual handoffs delay quotes, risking lost deals. Automated alerts push deals to pricing queues and downstream apps so pricing teams can start quoting.

Overview

Missed pricing notifications stall quotes and let competitors win deals. This workflow routes every deal that hits the pricing stage to pricing queues and downstream apps, eliminating manual handoffs so pricing teams can start quoting. The result is faster response times and fewer missed follow-ups.

Notable Features

Notify pricing team instantly
Send deal payloads to systems
Create quote task for pricing