Send call-out quotation email with PDF to customer
Send call-out quotation email with PDF to customer
Your call-out quotation submissions sometimes go unemailed, delaying bookings and dispatch. This sends the quotation PDF to customers and copies the service team, enabling same-day confirmations.
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Overview
If call-out quotes sit in forms, bookings slip and technicians wait for instructions. This workflow emails the quotation PDF to the customer and copies your service coordinator, enabling confirmations and same-day scheduling.