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Send emails via Gmail to follow up on quotes sent through Quotient
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Send Slack messages when Quotient quotes are declined
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Create Zoho Book Contacts and Zoho Project tasks when quotes are accepted in Quotient
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Post new customer questions on Quotient to a Zoho Cliq channel
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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
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Quotient supports following triggers
All Triggers - A trigger kickstarts the flow
Quote Sent
Triggers when a new quote is sent
Customer Asked Question
Triggers when a customer asks a new question
Customer Viewed Quote
Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Quote Declined
Triggers when a quote is declined
New Quote Accepted
Triggers when a quote is accepted
All Actions - Action are the automated tasks
Load MoreWhat is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
Categories : Proposals & Invoices
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