Send price quote emails from updated sheet rows
Send price quote emails from updated sheet rows
Your pricing sheet's updated rows create quote tasks without tracking, leaving prospects waiting. You send a templated estimate and record the job for follow-up, so prospects hear back same day.
Overview
Stale or untracked quote rows cost momentum and bookings. This flow sends a branded estimate email and records the job automatically, so your business owners and installers get context and prospects hear back same day.