Send quote receipt email when quote moves to in-progress
Send quote receipt email when quote moves to in-progress
Your quote requests in project stages go unacknowledged, leaving prospects unsure and owners without next-step context. Send a receipt email so prospects and account owners get clarity same-day.
Overview
When a quote advances to in-progress, prospects expect confirmation and your account managers need clarity. This workflow sends a branded receipt email to the prospect and CCs internal owners so teams have context and can respond same-day.