Send tailored estimate email and log form submission record

Your estimate form submissions sometimes arrive without a sent proposal or logged contact, delaying client acceptance. Capture the lead and send a tailored estimate so you can start billing same day.

Overview

Prospective clients expect a fast, personalized response when they request an estimate; manual emailing and logging creates delays and lost momentum. This flow sends the tailored estimate, logs the submission, and adds the contact to your marketing list so intake coordinators can follow up and billing can begin same day.