Quotation Triggers

Empower your sales processes with precision by leveraging our Quotation Triggers. Keep a watchful eye on key events such as quotation creation, deletion, and status changes to enhance your quoting efficiency.

Action data

The specific data elements that can be utilized to gain insights into each event or process within the Reuzenpanda system. It includes details such as user-inputted information, status updates, identification numbers, and other relevant parameters, offering a comprehensive view of the data associated with lead management and contact handling. This data serves as valuable information that can be harnessed to make informed decisions and take precise actions within the Reuzenpanda system.

• First Name: The first name of the contact associated with the quotation.

• Last Name: The last name of the contact associated with the quotation.

• Email: The email address of the contact associated with the quotation.

• Street: The street address related to the contact or company associated with the quotation.

• ID: Unique identifier for the quotation.

• City: The city associated with the contact or company.

• Phone: The phone number of the contact associated with the quotation.

• Company Name: The name of the company associated with the quotation.

• Contact Person Name: The name of the contact person associated with the quotation.

• Description of Product on Quotation: A detailed description of the product mentioned in the quotation.

• Amount of Product: The quantity or amount of the product in the quotation.

• Product ID: Unique identifier for the product on the quotation.

• Product Position on Quotation: The position or order of the product on the quotation.

• Product Subtotal (Excl. VAT): Subtotal cost of the product excluding Value Added Tax (VAT).

• Product Subtotal (Incl. VAT): Subtotal cost of the product including VAT.

• Product Total (Excl. VAT): Total cost of the product excluding VAT.

• Product Total (Incl. VAT): Total cost of the product including VAT.

• Product VAT Percentage: The percentage of VAT applied to the product.

• Postal Code: The postal code associated with the contact or company.

• Quote Date: The date when the quotation was created.

• Status: The current status of the quotation.

• CoC Number: The Chamber of Commerce (CoC) number associated with the contact or company.

• VAT Number: The Value Added Tax (VAT) number associated with the contact or company.

• Products: Detailed information about the products listed in the quotation.

• Dynamic Description Variables: Variables providing dynamic information in the product description.

• Total Quotation Amount (Excl. VAT): Total cost of the entire quotation excluding VAT.

• Total Quotation Amount (Incl. VAT): Total cost of the entire quotation including VAT.

• Audience ID: Identifier for the contact list (Audience) to which this quotation belongs.

• Country: The count

Quotation Created

Stay ahead in your sales journey with the Quotation Created trigger. This functionality activates whenever a new quotation is generated in the Reuzenpanda system.

Configuration Details

• Profile Selection: Choose the company profile you wish to monitor for newly created quotations. Tailor the notifications to align with your specific sales tracking needs.

Utilize this trigger to enhance your sales awareness and ensure you're promptly informed about every new quotation in your selected company profile.

Quotation Deleted

Maintain control over your sales records with the Quotation Deleted trigger. Activate this feature to receive prompt notifications whenever a quotation is removed from the Reuzenpanda system.

Configuration Details

• Profile Selection: Choose the company profile you want to monitor for deleted quotations. Tailor the notifications to align with your specific sales tracking requirements.

Use this trigger to bolster your sales record-keeping strategy, ensuring you stay vigilant and take necessary actions promptly.

Quotation Status Change

Keep a close eye on the status of your quotations with the Quotation Status Change trigger. This functionality activates whenever there is a change in the status of a quotation in the Reuzenpanda system.

Configuration Details

• Profile Selection: Choose the company profile you wish to monitor for quotation status changes. Tailor the notifications to align with your specific sales tracking needs.

Utilize this trigger to stay informed about changes in quotation status, allowing you to adapt swiftly to alterations in your sales landscape.

Explore the capabilities of Quotation Triggers to elevate your sales management to new heights. Choose your desired company profile for each trigger and ensure precision in monitoring your quoting operations.