Send quote emails and capture prospect info for follow-up

Your client quote requests can go unanswered, delaying engagement acceptance and first payments. Get the PDF quote emailed and the prospect recorded so billing and intake begin same day.

Overview

When new quote requests arrive, they must be answered and logged quickly so you capture momentum and start billing on time. This flow sends the prepared PDF quote, records the prospect, and enrolls qualifying contacts for nurture so billing and intake can begin same day.