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Log Quote via Email
Instantly convert emails into quotes for customers with minimal set-up.
by Joblogic Marketplace
Cut the time needed to log quotes from emails to seconds using the Log Quote via Email app. Following the simple on-screen instructions when you subscribe, you can extract information from emails, convert them into quotes, and send an alert that the quote has been created. The only actions you need to take are specifying email addresses and setting up an email template.
Key Benefits
- Increased Efficiency: Automating the quote logging process will reduce the time and effort required to convert customer emails into quotes.
- Improved Accuracy: Ensure that quote details and attachments are accurately captured and transferred from the email to the quote record.
- Enhanced Customer Service: Provide a quick and efficient way to address customer requests and create quotes, improving customer satisfaction.
- Streamlined Quote Management: Simplify the quote creation process and ensure that all necessary information and attachments are included.
- Operational Efficiency: Make the quote creation process simple, efficient and manageable.
01
Email Integration with Joblogic
Adds a Joblogic icon to emails, indicating they can be converted into quotes.
Click to open a side panel where quote details are pre-filled from the email.
02
Automated Data Extraction
Pulls the email body into the quote description (editable before saving).
Copies attachments from the email directly to the quote record.
03
Customer & Site Matching
Matches sender’s email with existing Joblogic customer and site records.
If unmatched, allows manual selection and confirmation of the correct customer/site.
04
Quick Quote Creation
Log a new quote in Joblogic without leaving your email client.
Supports specifying quote type, description, and linked attachments.
05
Automated Notifications
Sends confirmation emails to relevant parties (e.g., service team, customer) once a quote is created.
06
Attachment Handling
Retains all relevant documents from the original email.
Supports multiple attachments per quote entry.
07
Secure & Scalable
Built with robust access controls and encryption to protect sensitive data.
Handles high volumes of email-to-quote conversions without performance issues.
08
User-Friendly Interface
Side panel design makes it intuitive for both technical and non-technical users.
Minimal clicks required to go from email to fully logged quote.
Price available on Request
If you prefer reading, we’ve got you covered! Check out our User Guide here.
Version
1.0.0
Categories
Quotations and Sales
Recommended for
Service Delivery Team
You May Also Like
Cut the time needed to log quotes from emails to seconds using the Log Quote via Email app. Following the simple on-screen instructions when you subscribe, you can extract information from emails, convert them into quotes, and send an alert that the quote has been created. The only actions you need to take are specifying email addresses and setting up an email template.
Key Benefits
- Increased Efficiency: Automating the quote logging process will reduce the time and effort required to convert customer emails into quotes.
- Improved Accuracy: Ensure that quote details and attachments are accurately captured and transferred from the email to the quote record.
- Enhanced Customer Service: Provide a quick and efficient way to address customer requests and create quotes, improving customer satisfaction.
- Streamlined Quote Management: Simplify the quote creation process and ensure that all necessary information and attachments are included.
- Operational Efficiency: Make the quote creation process simple, efficient and manageable.
01
Email Integration with Joblogic
Adds a Joblogic icon to emails, indicating they can be converted into quotes.
Click to open a side panel where quote details are pre-filled from the email.
02
Automated Data Extraction
Pulls the email body into the quote description (editable before saving).
Copies attachments from the email directly to the quote record.
03
Customer & Site Matching
Matches sender’s email with existing Joblogic customer and site records.
If unmatched, allows manual selection and confirmation of the correct customer/site.
04
Quick Quote Creation
Log a new quote in Joblogic without leaving your email client.
Supports specifying quote type, description, and linked attachments.
05
Automated Notifications
Sends confirmation emails to relevant parties (e.g., service team, customer) once a quote is created.
06
Attachment Handling
Retains all relevant documents from the original email.
Supports multiple attachments per quote entry.
07
Secure & Scalable
Built with robust access controls and encryption to protect sensitive data.
Handles high volumes of email-to-quote conversions without performance issues.
08
User-Friendly Interface
Side panel design makes it intuitive for both technical and non-technical users.
Minimal clicks required to go from email to fully logged quote.
Price available on Request
If you prefer reading, we’ve got you covered! Check out our User Guide here.
Version
1.0.0
Categories
Quotations and Sales
Recommended for
Service Delivery Team
You May Also Like
What is the Log Quote via Email feature?
Who should use this feature?
Can I send emails from any address?
What file types can be attached?
Will the quote be sent to the customer automatically?