The incomplete quote request
A customer emails asking for a price on a custom part. The drawing is attached, but the material and quantity are missing.
The email sits until someone has time to reply and ask.
Before
- The request lands in a shared inbox.
- Someone eventually replies asking for the missing details.
- The customer answers a few days later.
- The quote goes out a week after the first email.
After
- The customer gets a reply within minutes asking for exactly what's missing.
- Once the details are in, the request goes to the right estimator.
- The quote is followed up on schedule until the customer replies.
- Everyone can see where each request stands.