Quotient + Dotloop Integration

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Quotient + Dotloop Integration

Create Dotloop contact for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your Dotloop account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Dotloop each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in Dotloop.
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Quotient + Dotloop Integration

Create Dotloop loop for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an loop in Dotloop. This saves time and ensures that your quote and loop are always in sync.

Having your quote and loop data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Quotient and Dotloop, you'll be able to work smarter, not harder.
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Quotient + Dotloop Integration
1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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