Request a quote – Time based request routing

Routing, escalating and sending reminders to properly process requests for quotes or information could be critical for most businesses.

Time based workflow component allows you to create rules that trigger time-based workflow actions off any date or datetime field on requests for quotes or information.

Unlike Request A Quote triggers component, schedulers run when a time event occurs. To define a scheduler, you must both define conditions and actions to be performed relative a point or period of time selected.

Some of the examples of how organizations can use this powerful feature are below:

• 7 days before the RFQ close date, assign a Task to the employee assigned to follow up with the customer.
• Find RFQs with Lost status related to Service A, B, C in the last 3 months and send the requesting customer a notification on an upcoming service/product update.
• Route request for quotes (RFQs) or information (RFIs) to Employee A or Department A email for processing.
• Find all request for quotes (RFQs) or information (RFIs) submited last 3 months and send the requesting customer a link of your company satisfaction survey page.