For consumer services co-founders: Send branded quotes from intake

Sales reps miss quote requests in the intake view, causing prospects to book competitors instead. Generate branded PDF quotes from each submission so sales reps send polished proposals within minutes.

Overview

Consumer services co-founders lose bookings when proposals lag and prospects choose competitors. Turn intake submissions into branded PDF quotes that are emailed automatically, removing manual delays and pricing inconsistencies. Teams report faster response times and fewer missed follow-ups.

Notable Features

Create PDF quotes from submissions
Email prospects with branded proposals
Log quote records to CRM