Industrial automation project managers start estimates when deals move

Project managers in industrial automation miss deal details when records enter estimating, causing quote delays. This workflow emails estimating and PMs so quotes start promptly and handoffs don't slip.

Overview

Missed estimating handoffs delay project kickoffs and risk vendor commitments. This workflow pushes every deal entering the estimating queue to estimators and project managers, eliminating missed handoffs so quotes start promptly and accountability is visible.

Notable Features

Send estimating email alerts
Include deal fields and link
Create reminder tasks for PMs