MODULES + CONNECTIONS + ACTIONS
From quote to customer inbox.
Connect Quotes to email to deliver the proposal when it is ready.
nexional.Quotes 01 / WHEN THIS HAPPENS
The quote is ready
- Customer
- María López
- Service
- Consulting · 2 × €180
- Total
- €360.00
The event starts the workflow
Send the quote by email
Connected emailSubjectYour quote · NX-1042
Hi Maria. Your proposal is ready: consulting, 2 units, total €360.00.
Proposal NX-1042€360.00
SendGmail / SMTP
Email sent
HOW THIS WORKFLOW WORKSInformation moves forward.
Information moves forward.
You stay in control.
The prepared quote is delivered through Gmail or SMTP. Configure the subject and reply address; a PDF is attached when that delivery mode is configured. Cancelling the quote does not generate another proposal email.
YOUR NEXT STEP, MADE EASIERYour business has potential.
Your business has potential.
Let’s connect it.
Platform, website, software or visibility. Tell us what you need and we will shape the next step.
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