15Deals & Office7-minute read
Request Quote: Prepare an Office Handoff
Create a quote request from an account and prepare a separate email draft.
Before you begin
- Open the correct Account Detail page and confirm contact information.
Step-by-step instructions
- 1
Select Request Quote
Choose Request Quote from the account actions.
- 2
Choose services
Select the systems involved and describe opportunity type and urgency.
- 3
Write the scope
Include site needs, existing equipment, open questions and desired outcome.
- 4
Save and prepare
Select Save & Prepare Request and confirm the request was saved.
- 5
Review recipients
Check displayed office recipient addresses and any optional personal signature.
- 6
Open the email draft
Select Open Email Draft, review it in your mail application and explicitly send it.
- 7
Track the next action
Return to the account or Office Quote Queue for review and follow-up.
Expected result
The office has a structured handoff that can be reviewed and sent deliberately.
Sales best practice
Prepared means saved in the app; it does not mean emailed or accepted.
Opening a mail draft is not delivery confirmation.