Generation of service quotes from inquiry forms

Purpose

1.1. Automate the end-to-end process of generating, formatting, and delivering service quotes when a customer submits an inquiry form for farm equipment repair.
1.2. Minimize manual intervention, error, and response time by automating quote creation, pricing logic, customer data parsing, and communication.
1.3. Ensure consistency, compliance, and speed in responding to agricultural equipment repair quote requests for professional service providers.
1.4. Automator pulls relevant inquiry data, matches it to pricing schemas, and automatedly delivers tailored service quotes across preferred channels.

Trigger Conditions

2.1. Customer submits an inquiry via equipment repair form on website or mobile app.
2.2. Receipt of a new inquiry email containing repair details.
2.3. Customer contact via WhatsApp, SMS, or Facebook Messenger with repair request.
2.4. API call from partner portals registering a quote request for farm machinery repair.

Platform Variants

3.1. Google Forms
• Feature/Setting: Use form submit trigger; configure Apps Script to call quote generation script and webhook.
3.2. Microsoft Power Automate
• Feature/Setting: Use ‘Form Submission’ trigger, add ‘Compose’ for pricing, ‘Send Email’ for automated delivery.
3.3. Jotform
• Feature/Setting: Webhook integration on form submit; push inquiry to automator for pricing and response.
3.4. Typeform
• Feature/Setting: Configure webhook to trigger automation; formatted response with quote via email integration.
3.5. Airtable
• Feature/Setting: Automate with “When record created” in inquiry table, trigger custom script for quote generation.
3.6. Salesforce
• Feature/Setting: Flow builder automation—when new lead or case for equipment repair is logged, send quote via email/SMS.
3.7. HubSpot
• Feature/Setting: Workflow automation on form submit, use custom quote template and trigger email/SMS to customer.
3.8. Zapier
• Feature/Setting: ‘Form Submission’ trigger to ‘Formatter’ for quote, send via email/SMS action.
3.9. Make (Integromat)
• Feature/Setting: Webhook scenario on form submission, automated quote generation, and send module.
3.10. Twilio
• Feature/Setting: Use SMS API to send generated service quote to mobile number from form.
3.11. SendGrid
• Feature/Setting: Use transactional email API for delivering service quote with dynamic data.
3.12. Mailgun
• Feature/Setting: Automate quote delivery through email API using templated content.
3.13. WhatsApp Business API
• Feature/Setting: Automated message with quote details sent to customer WhatsApp number.
3.14. Slack
• Feature/Setting: Notify internal team channels automatically on quote requests, trigger review if flagged.
3.15. Microsoft Outlook 365
• Feature/Setting: Automated email workflow dispatches quote using Outlook APIs.
3.16. DocuSign
• Feature/Setting: Automate quote document generation and route for e-signature.
3.17. PandaDoc
• Feature/Setting: Automated contract/quote template population and emailing.
3.18. Freshdesk
• Feature/Setting: Create ticket on inquiry, assign agent, trigger quote template response.
3.19. Zendesk
• Feature/Setting: Automated ticket workflow responds with generated quote; track status.
3.20. Google Sheets
• Feature/Setting: Script detects new entry with inquiry details, triggers formula for pricing, and automated email.
3.21. QuickBooks
• Feature/Setting: Automatedly create and email quote using API when repair details submitted.
3.22. Pipedrive
• Feature/Setting: Workflow on lead creation with automation for quote follow-up email/SMS.
3.23. Trello
• Feature/Setting: Card created from inquiry, automating quote tracking and status.
3.24. Monday.com
• Feature/Setting: Automation triggers on new form input, assigns reviewer, sends automated quote email.
3.25. ActiveCampaign
• Feature/Setting: Automate pipeline trigger to deliver quotes as email/SMS sequences.

Benefits

4.1. Automates manual, error-prone quoting work—improves accuracy and consistency.
4.2. Reduces quote response time, automating communication and boosting customer satisfaction.
4.3. Centralizes inquiry and quote tracking, supporting scalable business automation.
4.4. Increases professionalism and compliance by automating document formatting and record keeping.
4.5. Improves lead conversion rate by automating follow-up and reminders.
4.6. Frees staff from repetitive tasks with automator-driven workflows, enabling focus on complex repairs and sales.
4.7. Supports multi-channel communication—automated delivery by email, SMS, WhatsApp, and internal notifications.