Quote Win Report
See your quote win rate by count and by value, by job type, price band and salesperson, the days customers take to decide and the quotes that went quiet.
Quote Win Report is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Sales Coach. Its automations include Receive quotes from your field service tool and Monday quote digest.
by @taskade
What you can do with Quote Win Report
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Quote Win Report works
- Receive quotes from your field service tool: Add or update the quote by external id and Log the received quote.
- Monday quote digest: when Every Monday at 8:00 AM, then Find the Settings row and Today in the Settings time zone.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Sales Coach
- Automations: Receive quotes from your field service tool, Monday quote digest
- Workspace: 5 projects, 1 AI agent, 2 automations