Sales & CRM Templates — Page 2
Templates 49–70 of 70
Plastering Quote Request Workflow
Manages plastering and drywall quote requests end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion and post-job feedback, with status tracking throughout.
Plumbing Quote Request Workflow
Captures plumbing quote requests, routes emergencies to an on-call callback, runs site inspection and quoting, tracks customer acceptance, schedules and completes the job, and collects post-job feedback — with full status tracking from New Request through to Job Completed.
Pool Build and Renovation Quote Workflow
Manages a pool building/renovation quote request from initial customer submission through site inspection, quoting, acceptance, deposit, job scheduling, completion, and post-job feedback collection.
Pool Fencing Quote Request Workflow
Manages a pool fencing quote request from intake through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Product Enquiry Contact Form Workflow
Captures product enquiries from a website contact form, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns it to the sales/product enquiries team with an SLA based on priority, closes the loop with a response email, and follows up one day later with a feedback survey.
Quote Acceptance and Confirmation Workflow
Captures a trade business's quote details, sends the customer a written acceptance form, and manages the accept/decline path — including deposit confirmation, job booking, and scheduling notifications through to a final status.
Quote Approval Workflow
Captures a rep's quote submission, routes it through finance review, optional legal review for non-standard terms, and a final approval by the sales manager or sales director based on discount and value thresholds, with revision loops back to finance for rework and status/email notifications throughout.
Quote Follow-Up and Expiry Workflow
Sends a quote to a customer, follows up with reminders and a phone call if there is no response, and tracks the quote through Accepted, Declined or Expired outcomes with matching notifications and office tasks.
Rendering Quote Request Workflow
Manages a rendering and cladding quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback.
Roof Repair Quote Request Workflow
Captures roofing quote requests, triages emergencies with an on-call callback, routes through inspection, quoting, customer acceptance, scheduling, job completion and post-job feedback, tracking status throughout.
Roof Replacement Quote and Measure Workflow
Captures site measurements from the estimator's visit, calculates a roof replacement quote, routes it through estimating manager review (with a revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
Sales Order Approval Workflow
Captures a sales order, validates pricing with sales operations, checks customer credit with finance, routes high-value or on-hold orders to a finance manager for approval, and releases the order for fulfilment — notifying the rep at each key decision point.
Scaffolding Quote Request Workflow
Manages a scaffolding quote request from initial customer enquiry through site inspection, quoting, acceptance, job scheduling, completion and post-job feedback, tracking status throughout.
Service Enquiry Contact Form Workflow
Captures website service enquiries, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns the service team to respond within an SLA based on priority, closes the enquiry with the response, and follows up with a feedback request.
Shower Screen Measure and Quote Workflow
Captures on-site measurements for a shower screen from the estimator, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then emails the customer for acceptance, updating quote status throughout and booking the job once accepted.
Solar Installation Quote Request Workflow
Manages a solar quote request from initial intake through site inspection, quoting, customer acceptance, deposit collection, job scheduling, installation completion, and post-job feedback collection.
Stonemasonry Quote Request Workflow
Manages a natural stone quote request end-to-end: intake, site inspection, quote preparation and delivery, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback.
Tiling Quote Request Workflow
Manages a tiling quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Trade Lead and Quote Request Workflow
Captures inbound quote requests, qualifies leads, routes to quote-from-photos or site visit, prepares and sends quotes, captures customer acceptance/decline, and schedules accepted jobs — with status tracking throughout.
Welding and Fabrication Quote Workflow
Manages a metal fabrication quote request end-to-end: intake, office quoting, customer accept/decline via emailed form, job scheduling, fabrication completion, and post-job feedback collection, with status tracking throughout.
Wholesale Enquiry Contact Form Workflow
Captures wholesale enquiries from a website contact form, acknowledges receipt by email/SMS, uses AI to prioritise the enquiry (with human fallback), assigns a sales owner to qualify and respond, triggers a quote task when qualified, closes the enquiry with a response, and follows up with a feedback survey.
Window Replacement Measure and Quote Workflow
Captures an estimator's site measurement, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote for acceptance and books the job once accepted.