Update quote records from training inquiry form entries

Your quotation form submissions arrive unrecorded, leaving proposal details scattered and follow-ups delayed. They get merged into your quotes sheet for accurate sales context and same-day follow-up.

Update quote records from training inquiry form entries

Overview

When quote entries never make it into the master sheet, proposals get duplicated and follow-ups slip; this flow captures form responses and updates your quotation record so sales and program coordinators always have the right pricing and trainer context. That means your team can respond to prospects the same day with accurate proposals and recommended trainers.

Update quote records from training inquiry form entries