Use “One quote” in Recued. Open one quote from the list that names it, and read everything recorded about that quote on one page.
One quote
Use “One quote” in Recued. Open one quote from the list that names it, and read everything recorded about that quote on one page.
Complete workflow
Quote Pipeline
5 pinned recipes
Use Quote Pipeline in Recued for quotes, win rate, sales, and small business. It includes 5 built-in actions and 4 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Record a quote you sent” in Recued. A quote you sent yourself — what, to whom, how much, and how long it stands. It starts undecided and counts towards no rate until you hear back.
Use “Record what happened” in Recued. Won, lost or withdrawn. It uses the connections and settings you choose when you run it.
Use “Where the quotes stand” in Recued. What is still out, what expires soon, what expired unanswered, and the win rate computed only over quotes you actually got an answer on.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (4 steps)
id_in
trim
Trim whitespace from setting id
has_id
compare
Check if id in has data
id_guard
guard
Stop if has id equals
row
recued-core.quote-pipeline.quote.get
Get quote on quote pipeline
▼
Output
record_fields
row.record
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
id
setting
=
[object Object]
Uses (1 operation)
Pack operation
Get quote on quote pipeline
recued-core.quote-pipeline.quote.get
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Read
Pack
Quote Pipeline
read-only
Read: quote.get · No approval