Send renewal quotation to customer from form submission

Your renewal forms go unprocessed, delaying quotes and slowing contract renewals. It sends the renewal quotation to the customer and notifies the service coordinator so decisions happen before expiry.

Overview

Manual dispatch of renewal quotes creates delays and risks losing contract momentum; this flow ensures account managers and service coordinators deliver quotes as soon as a renewal form arrives. Customers get the quote within minutes and coordinators are copied so decisions can be made before expiry.