Finance & InvoicingPurpose
1.2. Eliminate manual entry/errors by auto-creating, delivering, and tracking quotes; instantly process approvals and move data to invoicing.
1.3. Enable real-time status tracking from quote creation, client review, approval, to automatic invoice initiation within aerial systems’ rigging service workflows.
Trigger Conditions
2.2. Update in CRM pipeline or ticket status indicating a proposal/quote is required.
2.3. Approval or feedback submission from client for a pending quote.
2.4. External trigger: API call from partner referral portal for instant quote.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder—“Record Created” flow on Opportunity/Lead; auto-generate quote via Quote API.
3.2. Microsoft Power Automate
• Feature/Setting: Trigger—SharePoint/Forms submission; Action—Dynamics 365 “Create Quote” and “Send for Approval”.
3.3. HubSpot
• Feature/Setting: Workflow automation on “Deal Stage Moved to Quote”; Send quote via HubSpot Quotes API.
3.4. Zapier
• Feature/Setting: “New Form Entry” trigger; “Webhooks by Zapier” action to custom quote generation endpoint.
3.5. QuickBooks Online
• Feature/Setting: “Estimate Created” event; “Send Estimate” API to client; sync approved quote to invoice.
3.6. DocuSign
• Feature/Setting: “Send Envelope” API for quote e-signature; “Webhook” for signed approval response.
3.7. PandaDoc
• Feature/Setting: API “Document Create” with quote template; “Send for Signature” and Approval webhook.
3.8. HelloSign
• Feature/Setting: Embedded Signing; Auto-send quote for digital approval via “Signature Request” API.
3.9. Stripe
• Feature/Setting: “Create Quote” API; auto-generate pending invoice on acceptance trigger.
3.10. Xero
• Feature/Setting: “Quotes API”; trigger from new contact/code; “convert quote to invoice” endpoint on approval.
3.11. Slack
• Feature/Setting: Workflow to notify finance channel on new quote creation/approval using “Incoming Webhooks”.
3.12. Gmail
• Feature/Setting: “New Email Received” with subject filter; trigger quote generation API for inbound client requests.
3.13. Monday.com
• Feature/Setting: “Item Created” automation in board; “Integration Recipe” to send quote details via webhook.
3.14. Zoho CRM
• Feature/Setting: Blueprint for quote approval path; “Zoho Quotes API” for document generation and push-to-invoice.
3.15. FreshBooks
• Feature/Setting: “Estimates” endpoint; auto-create, email, and convert to invoice on approval via API.
3.16. Pipedrive
• Feature/Setting: Pipeline stage automation; create/send quote using “Deals API”, move to invoicing on win.
3.17. Google Drive
• Feature/Setting: Auto-generate & share quote PDFs to client folder using “Drive API”; link approval status updates to file metadata.
3.18. Trello
• Feature/Setting: “Card Moved” to “Quote” list; webhook to external quote builder, update card upon approval.
3.19. Asana
• Feature/Setting: New task in “Quotes” project triggers quote API call; custom field updates with approval status.
3.20. WooCommerce
• Feature/Setting: “Order Status Changed” to “Quote Requested”; use REST API to issue/progress quote and trigger invoice on acceptance.
Benefits
4.2. Ensures pricing consistency with automated calculations and templating.
4.3. Centralizes records for audit, tracking, and compliance.
4.4. Minimizes back-and-forth with clients through real-time digital quote approvals.
4.5. Seamless transition from quote acceptance to invoicing accelerates cash flow.
4.6. Supports full audit trails and easy reporting for finance and project managers.