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.
Make price quoting easy for your team and customers
Better tools lead to better results.