Automated quote generation for standard services

Purpose

1.1. Automate the end-to-end process of generating and delivering standardized quotes for advertising photography services, triggered by inbound client inquiries from various communication channels.
1.2. Ensure immediate, accurate cost estimations based on predefined packages, minimizing manual intervention and accelerating lead conversion.
1.3. Maintain detailed logs and status updates for each quote, integrating with CRM, email, SMS, web chat, and cloud storage platforms.

Trigger Conditions

2.1. Client submits inquiry via website contact form specifying interest in standard service packages.
2.2. Inquiry received via email containing keywords related to photography services.
2.3. SMS or social media direct messages received matching quote request criteria.
2.4. Phone call transcript or WhatsApp message meeting quote trigger logic.

Platform Variants

3.1. Google Forms
• Feature/Setting: Webhook trigger—activate on form submission to export inquiry data.
3.2. Typeform
• Feature/Setting: “New response” trigger sends client input to automation flow.
3.3. JotForm
• Feature/Setting: Submission webhook delivers form data to integration URL.
3.4. HubSpot CRM
• Feature/Setting: "New Contact" event with associated properties starts quote generation workflow.
3.5. Salesforce
• Feature/Setting: Object trigger on new Lead with standard fields pulls service and contact info.
3.6. Intercom
• Feature/Setting: “New conversation” event used to extract inquiry and automated reply.
3.7. Zendesk
• Feature/Setting: “New Ticket” trigger pushes request details to quote process.
3.8. Twilio SMS
• Feature/Setting: SMS webhook—on inbound, route message body to decision logic.
3.9. WhatsApp Business API
• Feature/Setting: "Message received" webhook collects service request text.
3.10. Facebook Messenger
• Feature/Setting: “Message received” event delivers content for parsing and quotation routing.
3.11. Gmail
• Feature/Setting: "New email with label"—monitor inbox for keywords triggering quote workflow.
3.12. Outlook 365
• Feature/Setting: "New message" filters on subject/body, triggers quote process.
3.13. Pipedrive
• Feature/Setting: Deal creation triggers quote generation with attached customer info.
3.14. DocuSign
• Feature/Setting: "Envelope sent" event auto-fills quote fields and emails PDF to prospect.
3.15. PandaDoc
• Feature/Setting: API—generate and send templated quote to client email.
3.16. QuickBooks
• Feature/Setting: "Estimate created" API—auto-populate client details and send estimate link.
3.17. Stripe
• Feature/Setting: "Quote.create" API—prepare itemized fee, send payment link.
3.18. Slack
• Feature/Setting: "New channel message"—detect inquiry and trigger quote DM with pricing.
3.19. Google Sheets
• Feature/Setting: "Row added"—log data and generate quote using lookup table formulas.
3.20. Trello
• Feature/Setting: "New card"—auto-fill quotes in card description, attach PDF with estimate.
3.21. Zoho CRM
• Feature/Setting: New lead triggers pre-set quote generation using workflow rules.
3.22. Mailchimp
• Feature/Setting: "New subscriber" automation—send quote template via transactional email.
3.23. Monday.com
• Feature/Setting: Incoming request item triggers status change to "Quote Sent" and notifies sales.

Benefits

4.1. Reduces manual handling, minimizes delays, and improves client response time.
4.2. Ensures uniform pricing and messaging consistency across all channels.
4.3. Enables rapid scaling and tracking of quoting activity for management visibility.
4.4. Lowers risk of errors or missed opportunities in lead capture and quoting.
4.5. Integrates seamlessly with existing marketing, CRM, and sales workflows.
4.6. Supports compliance with record-keeping and client communication standards.