Dynamic
CRM Solution

Property assessment quote

 Keywords: Online quote; Filter; Group

Property Condition Assessment is an evaluation of the building, its systems, and site components conditions; the assessment outlines the development of efficient, reliable, and affordable methods for current and future repairs.


Create quote form

You can click template to use this form. You can also login in your CubeDrive account. Click "+ Create Form" button to start build a form with drag and drop method. Enter a list of fields in the form and click "Save & Publish", your form is generated online.

form


Apply workflow

After you open the form, click icon and start build application business logic. Configure the flow and add contact us logic to the application.

form

This flow includes the following 4 steps

  • Confirm receive customer quote message
  • If it is Reserve Fund Study, redirect message to David
  • Change status





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