IT: Trigger quote generation when a deal appears

IT admins miss deal-triggered quote requests, causing sales reps to wait and deals to stall. An IT-triggered request launches the external quote workflow so reps receive proposals without manual handoffs.

Overview

Delayed quote requests leave deals stuck and give competitors an opening. This workflow lets IT trigger quote generation from deal events, eliminating manual handoffs so sales reps receive proposals and can advance opportunities faster. Customers report faster response times and far fewer missed quote requests.

Notable Features

Trigger external quote requests
Create quote job in queue
Notify sales reps instantly