For glass manufacturers: start quotes when sizes provided
For glass manufacturers: start quotes when sizes provided
Estimators at glass, ceramics and concrete firms miss briefs with attachments, causing delayed quotes and lost prospects. Route 'sizes provided' submissions to estimators so quoting starts right away.
Overview
Estimators lose momentum and prospects when quotes arrive incomplete. This workflow routes every 'sizes provided' submission and its attachments straight to estimators and your CRM, eliminating manual handoffs so quoting starts right away — expect fewer follow-ups and zero missed brief-related tasks.
Notable Features
- Send completed briefs to estimators
- Attach drawings and plans automatically
- Create quote job in project tracker