Project managers get quote requests to estimators fast
Project managers get quote requests to estimators fast
Project managers miss quote forms in crowded inboxes, delaying review and causing scheduling conflicts. It notifies the assigned estimator with details and a task link so quotes get prioritized.
Overview
Project managers lose momentum when quote requests sit unread, creating scheduling bottlenecks and frustrated stakeholders. This workflow routes each form submission to the assigned estimator and creates a follow-up task, so quotes are reviewed, prioritized, and handoffs happen faster.
Notable Features
- Notify assigned estimator by email
- Create follow-up task automatically
- Include full request details and attachments