Skip to content
Send new solar quotes to sales reps for same-day follow-up

Send new solar quotes to sales reps for same-day follow-up

Your generated quotations sit unshared after calculation, causing delayed grant applications and missed same-day callbacks. Sales reps receive a dated quote PDF, customer contact and accounting draft so follow-up happens the same day.

Send new solar quotes to sales reps for same-day follow-up

Workflow preview:

Zap details:

Send new solar quotes to sales reps for same-day follow-up