Send quote email and add requester to records
Send quote email and add requester to records
Your website quote submissions can go untracked, delaying acceptance and invoicing. This ensures billing and coordinators can act same day by sending the personalized estimate and recording the request.
Overview
Stop letting quote requests slip through — each form submission becomes a sent estimate and a recorded request so billing and client coordinators can act immediately. That reduces follow-up lag and gets work started the same day.