When the opportunity object in Salesforce is updated to a specified status, issue a quote and send it via Outlook.

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■Overview

The flow "Issue a quote and send it via Outlook when the Salesforce opportunity object is updated to a specified status" is a business workflow aimed at streamlining sales activities.
By simply updating the status of an opportunity in Salesforce, a quote is automatically created and sent to the customer through Outlook.
This eliminates the need for manual quote creation and email sending, allowing for prompt responses.

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■Recommended for

Sales representatives who conduct sales activities using Salesforce
Sales team leaders who find quote creation and sending time-consuming
Executives who want to automate processes to streamline sales operations
Those who want to reduce human errors in quote creation

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■Benefits of using this template

In this flow, the entire process from quote creation to sending is completed automatically after a status update in Salesforce, significantly reducing manual work time.
It also prevents human errors such as input mistakes and sending omissions during quote creation.
Automation enables immediate sending of quotes, allowing for prompt customer responses and enhancing reliability.

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