Quotes on your company form in one click
Click issue on the deal, and the quote comes out on your company form
A B2B sales team that gets several quote requests a week set up a flow to build quote PDFs on the company form from the company and product data already in Trackit, and to keep every issued quote in one place.
The problem
- 01
Looking up and retyping
Reps looked up the customer’s registration number, address and CEO and the product prices, then retyped them into an Excel form, so replies slipped a day when requests piled up.
- 02
Numbers and layouts differ by rep
Everyone edited their own old quotes, so numbering and price formats varied by rep and quotes had to be cross-checked before sending.
- 03
Quote history lives in inboxes
Which quote went out when and for how much sat only in a rep’s inbox, so a handover started with asking about past quotes.
How Trackit solves it
- 1
The rep checks the deal and clicks issue
Open the deal to be quoted and check the company, contact, items and quantities. If they are right, choose Issue quote from the Run workflow menu. That is all a person does. The menu starts the workflow through a record command trigger.
- 2
Trackit gathers company and product data and builds the PDF
A record-to-JSON block follows the deal to its company for the registration number, address and CEO, and from each item to its product for the unit price. A generate-number block takes a quote number that is never reused, and an AI document block builds a PDF that looks like the company quote form from those values.
- 3
Issued quotes stack up in Quotes
A create-record block adds a new quote to the Quotes object with the number, company, deal, amount and the PDF. The rep downloads the PDF from the quote to send it, and past quotes stay in Quotes after a handover.
- TriggerRecord commandThe rep clicks Issue quote on the deal.
- ActionRecord to JSONGathers company details and product prices.
- ActionGenerate numberTakes one quote number that is never reused.
- AIAI documentBuilds a PDF on the company quote form.
- ResultCreate recordAdds the quote and its PDF to Quotes.
What changed
Before Trackit
With Trackit
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