Request a quote – Automate business rules

Request A Quote WordPress plugin offers Triggers component to automate repetitive request for information (RFI) or quote (RFQ) related tasks consistently and efficiently.

Using Triggers component, you can define business rules which run immediately after a RFI or RFQ is created, modified or deleted.

For example, a trigger can be used to notify the customer when a request for information (RFI) or quote (RFQ) has been assigned to a specific sales person. Another can be created to then notify the customer when the a RFI or RFQ is closed.

Request A Quote WordPress plugin allows to create multiple triggers. You can run them in certain order and deactivate them any time. Multiple actions can be executed after the triggering event occurs. You can also order the triggers by simply as dragging and dropping.

Unlike time based automation which runs relative to a point or period in time, triggers are run when a RFI or RFQ record is created, modified or removed.

You must set conditions to be matched for the automation to run and actions to execute when the conditions are met in order to create triggers.

Below are some examples how triggers can be used in Request A Quote WordPress plugin:

• Send a customized email to all or some staff members when a RFI or RFQ received.
• Change the status of a RFI or RFQ to "Closed" and send the sales person assigned an email when a payment is recorded.
• Send an email to all company employees when a RFQ with more than $100.000 was closed.