Proposal, Quoting & Contract AutomationPurpose
1. Automate the central storage, retrieval, and version management of architecture proposals and contract documents to eliminate silos and manual handling.
2. Automating document access for staff, enabling controlled client sharing, e-discovery, and compliance audits.
3. Automatedly archive all drafts, signed agreements, and revision histories for streamlined searches and future reference.
4. Promote automation in metadata tagging, task assignments, and security/retention rules based on document type and lifecycle status.
Trigger Conditions
1. Automated document creation or upload in response to proposal or contract finalization in CRM, e-signature, or project management systems.
2. Folder or drive monitoring automation for new/modified files.
3. Automated event via email attachment receipt or API webhook for contract submissions.
4. Automated user request for document search or retrieval via web form or intranet portal.
Platform Variants
1. Microsoft SharePoint
- Feature/Setting: Automated Document Library upload with “Create File” API, configure folder structure, and metadata auto-tagging.
2. Google Drive
- Feature/Setting: Use “Files: create” API for automated upload and “Files: list” for retrieval automation linked to project tags.
3. Dropbox
- Feature/Setting: Automate upload with “/files/upload” endpoint and create automated shared link with “/sharing/create_shared_link_with_settings”.
4. Box
- Feature/Setting: Automate document upload via “POST /files/content”, trigger automator on folder activity for versioning.
5. DocuSign
- Feature/Setting: Automate retrieval of completed contracts with “Envelopes: List Status” API, store copies automatically.
6. Adobe Sign
- Feature/Setting: “GET /agreements” for finished contracts, automate archival to central cloud using integrations.
7. OneDrive
- Feature/Setting: Automate with “DriveItem: Upload”, automate folder allocation and document sharing.
8. Zoho WorkDrive
- Feature/Setting: API-based document creation, automate group access and notification with workflow.
9. Evernote
- Feature/Setting: Automate note creation containing contract or proposal PDFs, tag using “createNote” API.
10. Egnyte
- Feature/Setting: “Upload File” endpoint, automate permission settings based on file properties.
11. Airtable
- Feature/Setting: Attach contract PDFs to records with “Attachment field,” automate records via “createRecord.”
12. Notion
- Feature/Setting: Automate file embeds in pages with API, create reference tables for contract versions.
13. Slack
- Feature/Setting: Automate file sharing to channels using “files.upload”, trigger notifications for approvals.
14. Salesforce
- Feature/Setting: Automate “ContentVersion” creation for signed proposals, link records with workflow triggers.
15. Monday.com
- Feature/Setting: File column automation via API, trigger on deal stage change for auto-upload.
16. ClickUp
- Feature/Setting: Automate upload of attachments to tasks/docs, retrieve documents by client/project.
17. HubSpot
- Feature/Setting: Automate logging PDFs as attachments in deals or tickets via Engagements API.
18. PandaDoc
- Feature/Setting: Automate signed documents download via “Document Details” API, push to central storage.
19. Zoho CRM
- Feature/Setting: Automate document attachment to CRM records, trigger automator on status change.
20. Asana
- Feature/Setting: Automate file uploads to tasks and projects with “attachments” endpoint, trigger on project events.
Benefits
1. Automates the reduction of manual document filing, ensuring version accuracy.
2. Automatedly increases efficiency and compliance with centralized secure access.
3. Automation lowers risk of lost or misplaced contracts or proposals.
4. Streamlines audits, client queries, and staff on-boarding with instant, automated document retrieval.
5. Saves time by leveraging automators and auto-indexing for future discovery and collaboration.