Replace Email Quote Chains with a Traceable Workflow

The problem

Custom quote requests arrive over email, get phoned around between sales, customer support, and engineering, and live in spreadsheets nobody else can see. By the time anyone asks where a quote stands, the answer requires tracking down the engineer who last touched it.

What this app does

A single intake form captures every custom quote request—customer, product line, specs, timeline—as one structured record. The queue view shows every active request, its current stage, owner, and age in days. Engineering picks up requests, adds notes or quote values, and advances them through the pipeline. Requesters see status without sending another email. Stalled requests beyond a configurable threshold surface automatically.

Key takeaways

• One form replaces email, phone, and spreadsheet handoffs
• Live queue view—nothing falls through the cracks
• Stalled requests surfaced for triage automatically
• Manager view shows volume, time-to-quote, and bottlenecks

Who it's for

Inside sales, customer support, and engineering teams at industrial manufacturers and distributors that quote configured or custom products outside their standard catalog.

Bring structure to your custom quote process

See how Domo can replace email-and-spreadsheet quoting with a guided workflow your sales, support, and engineering teams will actually use. Tailored build in under two weeks.

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