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FlowSales and leadsServicesProperty

Quote request, details logged to Google Sheets

Someone asks for a quote. The flow asks for everything in one message, writes that message to your spreadsheet as a row, and tags the request so your team can price it.

Example

  1. Customer

    can I get a quote?

  2. Reply

    Sure! Send everything in one message: [what you need to give a quote].

Parts in [brackets] are yours to fill in before you save.

Starts when

A DM contains "quote", "estimate" or "get a quote"

What happens

  1. Send a messageSure, (contact name)! Send everything in one message: [what you need to give a quote: size, area, photos, date].
  2. Wait for a reply
  3. If they reply with one of these: skip, later, no thanks
  4. Send a messageNo problem. Write here whenever you're ready.
  5. If they reply something else
  6. Write a row to a spreadsheet
  7. Tag added: quote-request
  8. Send a messageThanks, we've got it. We'll reply here with a quote within [your reply time].
  9. Moved to Interested
  10. If there's no reply in 23 hours
  11. Flow ends here

Yours to fill in

  • [what you need to give a quote: size, area, photos, date]
  • [your reply time]

Plan and usage

  • Growth and higher plans
  • Google Sheets: Starter and higher plans

Use it on your own account

VivaDialog is in early access. With an account, this template opens in the editor, ready for your own details.

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