Ensure sales reps email quotation PDFs to prospects
Ensure sales reps email quotation PDFs to prospects
Sales reps lose prospects when quotation forms and PDFs go unsent, causing deals to stall. Route each submitted quote and attached PDF to the prospect and CRM so reps follow up consistently.
Overview
Sales reps lose momentum when quotes and pricing PDFs aren’t delivered reliably. This workflow sends every submitted quotation and its attached PDF straight to the prospect and logs the send in your CRM, ensuring reps follow up consistently and preventing deal slippage.
Notable Features
- Attach submitted PDF to email
- Personalize subject and email body
- Log sent quotes in CRM