Keep sales quote requests logged for IT admins

Sales reps miss quote submissions when forms aren't recorded, causing stalled deals and routing confusion. IT workflows log submissions as quote records, preventing missed requests so sales can route and quote faster.

Overview

Missed quote submissions stall deals and create routing chaos. This IT-managed workflow turns every form submission into a distinct quote record and notifies sales and estimating, eliminating untracked requests and enabling faster handoffs.

Notable Features

Create standardized quote request records
Route requests to the right estimator
Notify sales and estimating on submission