Send trimmed quote PDF to prospect by email
Send trimmed quote PDF to prospect by email
Your quote form often uploads PDFs with blank pages or missing terms, forcing sales to edit files before sending and delaying follow-up. Receive merged quote PDFs attached to emails so reps can send proposals same day.
Overview
When quote requests arrive, manual PDF cleanup stalls response and weakens momentum. This flow trims blank pages, appends your standard terms, and emails the finalized quote immediately, so reps can follow up the same day and estimators see the file without delay.