Send installation quotation email with PDF attachment to customer
Send installation quotation email with PDF attachment to customer
Your quotation form submissions sit unmailed and need manual assembly, causing acceptance delays and missed installation windows. Get quotes delivered with attached PDFs so customers can reply same day.
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Overview
Unsent quotations create friction between sales and operations and delay installations; automating delivery closes that gap. This sends finished quotes with attached PDFs and formatted dates to customers and internal CCs, enabling replies and scheduling the same day.