Hi all!
I have my team sending quotes to customers who haven't responded to any of our renewal automation by a specific date before their renewal. We get a lot of customers responding to the quotes being proactively sent and get some people who just sign the DocuSign right away.
I'm trying to automate this, so my team doesn't have to send these quotes manually. We use Salesforce, Gainsight, CPQ, and DocuSign. Does anyone have experience with having quotes automatically sent to customers either directly through salesforce or Gainsight?
TIA!!!