Send quote emails from board card to customers

You miss quick replies when new quote request cards sit waiting on your project board. Get customer-ready quote messages sent or drafted automatically so prospects hear back the same day.

Overview

Quote requests are a critical buyer touchpoint and slow replies cost momentum. This flow extracts contact and pricing details from the board and either sends a professional quote or stages a draft, so prospects hear back the same day and your owner or rep avoids manual drafting.