Quotation & Proposal Automation

Quotation & Proposal Automation

Generate quotes automatically from lead or inquiry submissions

July 7, 20251 min read

Quotation & Proposal Automation

Notify team members on quote approval or rejection instantly

July 7, 20251 min read

Quotation & Proposal Automation

Send proposals for approval with a single workflow trigger

July 7, 20251 min read

Quotation & Proposal Automation

Sync accepted quotes directly to project management or job scheduling systems

July 7, 20251 min read

Quotation & Proposal Automation

Update pipeline status upon proposal sent or accepted

July 7, 20251 min read

Quotation & Proposal Automation

Archive all sent quotes and proposals for easy access

July 7, 20251 min read

Quotation & Proposal Automation

Auto-calculate pricing based on selected services and location

July 7, 20251 min read

Quotation & Proposal Automation

Automate quote follow-up reminders to prospects

July 7, 20251 min read

Quotation & Proposal Automation

Customize proposal templates based on service type or customer segment

July 7, 20251 min read

Quotation & Proposal Automation

Generate digital contracts with eSignature integration

July 7, 20251 min read