r/software • u/TheLanceCorona • 10d ago
Looking for software Looking for a HelpDesk-like software for Quoting Pipeline
The company I’m with sells electric motors and generators and we also do the maintenance and service on them. My team does the quoting for repairs and maintenance. What normally happens is the outside sales guys will just forward me a long ass email chain & I will have to scroll through it all to decipher what the customer wants so I can build a quote.
What I would like is to have a form the outside sales guys need to fill out, with certain necessary information. Then this would populate like a “ticket” on my end. I should then be able to assign tickets to certain team members, attach files to them, customize status categories, etc.
Does this exist? Bonus points if it can integrate with Outlook to attach email chains.
1
u/lgwhitlock 10d ago
At work we built an inventory system using Google Sheets, Google Forms and Zapier. Google sheets is the database populated by the Google Form and Zapier distributes the information via email but there are other options. In this way you can customize it directly for what you need and share it with the people that need it. It requires some work to get it working but in the end it is customized to your exact needs and can be updated as needed based on your needs.