A slow quote loses the job to whoever replied first. This automation captures each quote request from your website, drafts a first estimate from the details provided, and routes it to the right person so prospects get a fast, professional response while their interest is still hot.
What's Included
- Request capture: every quote form submission lands as a card with the project scope, budget, and timeline.
- AI draft estimate: an agent reads the request and drafts a starting estimate from your pricing rules.
- Smart routing: each request goes to the right estimator by service type or region.
- Follow-up reminder: an automation nudges the team if a quote hasn't gone out within your target window.
How To Use
- Clone this automation into your workspace.
- Connect your quote-request form as the trigger.
- Add your pricing rules and routing logic.
- Enable the toggle so estimates draft and route on their own.
Find more sales systems in the Community Gallery or related flows on website automations.