Send quotation PDF to customer from field form submission
Send quotation PDF to customer from field form submission
When field quote submissions go unemailed, your customers wait and deals stall. The workflow sends the quotation PDF to the customer immediately, improving response time same day.
Overview
Field quote submissions frequently sit idle while someone manually emails PDFs, delaying customer responses and approvals. This flow automatically formats the date, attaches the quote PDF, and emails the customer so quotes go out within minutes of submission and decisions happen same day.