Send a quote
Send a quote sets a Deal’s Quote from list Price inside the discount Limit and answers its security questionnaire.
Trigger
Runs on Deal.created. Part of Quoting, run by the Sales Team.
Steps
- Read the Deal and the buyer’s required terms.
- Price from list Price, inside the discount Limit.
- Answer the security questionnaire from the inherited compliance Evidence.
- Send the Quote with click-to-sign terms. It waits 1 business hour first.
- Enroll the buyer in the quote follow-up Sequence until the Deal is won or lost.
Outputs
Example
A Deal opens with a 300-person software vendor for a security-questionnaire tool. Send a quote prices the $12,000 annual plan at 10% off, answers the vendor's questionnaire from inherited Evidence, and sends click-to-sign terms.