Enquiries and quotes
Build an enquiry process from intake and assignment to quotes and follow-up, with working tables and connection guides.
Separate the form customers use from the register your team works in. Take one sample enquiry through the full process manually, checking that its reference, owner and next review date survive every hand-off.
The workflow
Collect what you need
Choose the fields needed to respond, adding attachments or target dates only when relevant. Form submission and completed response are separate states.
Assign the next action
Identify each enquiry by a stable reference and record its owner, deadline and status. Review unassigned and overdue work in separate views.
Check the quote before sending
Record the quote reference and version, then check the approved amount, recipient and attachment. Close the task after confirming the message was sent.
Choose your starting point
I need an intake form
We receive enquiries but lose track of ownership
I want to connect intake and the work register
I need response deadlines and reliable handovers
I need to track quote changes and accepted versions
Templates for this workflow
Preview the examples before editing, copying or downloading.
Enquiry register
Track the reference, owner and next deadline for each enquiry.
Preview and use RegisterQuote version register
Match quote references and versions to approvals and sent files.
Preview and use ChecklistAutomation preflight checklist
Check duplicates, failures, alerts and stopping procedures alongside the successful path.
Preview and useTools for preparing your data
Build a field mapping table
Map source fields to destination fields and record conversions.
Open tool →CSV preflight check
Check required fields, duplicate IDs and column counts before import.
Open tool →Related guides
Build a Tally contact form: questions, publishing and checking submissions
Publish a focused contact form in Tally. Choose questions and required fields, write a useful completion message, and check mobile input and the operator’s submission workflow.
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Build a quotation request form in Tally
Collect the specifications a print or creative business needs before preparing a quotation.
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Build an Airtable enquiry tracker: intake, owners and follow-up states
Build an Airtable enquiry tracker for a small team. Define request identifiers, intake fields, owners, open-work views and a history that helps the team find missed follow-ups.
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Assign Airtable form responses: category rules and an unassigned queue
Route Airtable form responses by enquiry category. Start with manual assignment, then define automation conditions, preserve existing ownership and keep an explicit queue for unmatched work.
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Find unfinished work in Airtable views: filters, sorting and sharing checks
Create new-work, overdue and owner views from one Airtable table. Check filter combinations, blank deadlines, completion states and what collaborators or external viewers can actually see.
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Connect Make and Airtable: search, create and update intake records
Build a Make workflow that stores intake data in Airtable. Separate zero, one and multiple search matches, retain record IDs, and check blank fields and repeated submissions.
Read the guideSend form confirmation emails with Make: recipients, content and delivery state
Create a Make confirmation-email workflow from a response sheet. Validate the recipient, map a restrained receipt, save the returned message ID and check ambiguous failures before retrying.
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Run a Make dispatch only after approval
Build a dispatch workflow that acts only on an approved request.
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Track first-response deadlines for customer enquiries
An acknowledgement is not a substantive reply. Build a small register that distinguishes receipt, first response, investigation and resolution, with explicit business-hour deadlines and an owner for the next action.
Read the guide
Track quotation versions and accepted scope
The newest quotation file is not necessarily the quotation a customer accepted. Separate the case, quotation versions, delivery history and acceptance evidence so the agreed scope can be traced.
Read the guide
Hand over a sales case without losing commitments
The most important handover details are often promises and unanswered questions rather than contact information. Create a concise case handover that lets the next owner act without reconstructing every conversation.
Read the guide
Review and merge duplicate enquiries carefully
Two messages from the same email address are not automatically duplicates. Review the issue, preserve both submissions and connect genuine follow-ups without deleting distinct customer requests.
Read the guide
Follow up missing enquiry attachments
When an enquiry lacks required documents, repeated reminder emails do not show what is still missing. Track each requested item, submitted file and review result against the original case.
Read the guide
Review scope changes after a quotation
When scope changes after a quotation, changing the total alone can hide important consequences. Track the request, impact review, revised offer and customer decision together.
Read the guide
Track sales samples from dispatch to return
A sample shipment is not finished at dispatch. Connect the sample items to the sales case, follow-up date and any return obligation, while keeping shipment and evaluation outcomes separate.
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Manage promised callback windows
A note saying “call back later” leaves ownership and timing unclear. Separate the customer’s preferred window from a confirmed callback commitment and track the outcome of each attempt.
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Track service-renewal conversations and decisions
A renewal date alone does not explain the next conversation. Separate review of the terms, internal decisions, the customer’s response and the actual renewal process.
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Review lost sales with evidence rather than guesses
“Too expensive” is often too broad to guide improvement. Separate the customer’s stated reason, the salesperson’s interpretation and cases where no decision was obtained.
Read the guideExplore another task
Orders, stock and shipping
Connect order references, product codes and dispatch status to make fulfilment work traceable.
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Bookings and events
Manage requests, confirmed places, capacity, changes and on-site check-in as separate steps.
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Websites for shops and classes
Choose a website approach around menus, opening hours and trial-class requests, including who will keep the information current.
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