Quotient + ServiceM8
Send quotes in Quotient and create new clients in ServiceM8 simultaneously
"Streamline your quoting process with this easy workflow. As soon as a quote is sent through Quotient, a client is promptly created within ServiceM8. This ensures a seamless transition from proposal to project initiation, eliminating any manual data entry and saving valuable time. Enjoy the simplicity of having all your client information readily available when you need it."
"Streamline your quoting process with this easy workflow. As soon as a quote is sent through Quotient, a client is promptly created within ServiceM8. This ensures a seamless transition from proposal to project initiation, eliminating any manual data entry and saving valuable time. Enjoy the simplicity of having all your client information readily available when you need it."
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
