Quotes stuck in email
Prospects ask for WhatsApp; reps re-send manually from their phones.
Use case · Field sales docs
Get the quote into their WhatsApp chat
After a territory search, send the same PDF proposal or price list to every prospect phone—no email required.
The problem
What teams struggle with today
Inconsistent collateral
Different versions of the price list circulate across the team.
The workflow
How Lead Generator fits
- 1
Generate territory leads
Keyword + city on Google Maps.
- 2
Upload the approved PDF
One catalog or quote template for the batch.
- 3
Send and track
Confirm delivery per number in Send history.
Results
What you get
- Standard collateral on every send
- WhatsApp-native delivery
- Clear failed-number follow-up
Ready to try this workflow?
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