Send completed home-visit quote and request feedback to customer and sales rep

When a home-visit quote is finished you need the customer to receive PDFs, photos and next-step details so reps can close opportunities. This sends the final quote and attachments to the customer, notifies the seller, and requests feedback same day.

Send completed home-visit quote and request feedback to customer and sales rep

Overview

Send completed home-visit quote and request feedback to customer and sales rep