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WD Tech Support
Request a Quote
Request a Quote
Automation
Routing quotes to email/CRM and notifications
Automations: status updates, follow-ups, and reminders
Routing quotes to email and CRM (notifications)
Installation & Setup
Installation & initial setup checklist
Install & Configure Request a Quote
Design & Styling
Styling the quote widget to match your brand
Analytics
Reporting on quote volume & close rates
Overview
Overview: What Request a Quote does and when to use it