Quotation & Proposal AutomationPurpose
1.2. Automating this process accelerates client response times, increases workflow transparency, and reduces errors or missed updates.
1.3. The automation ensures all stakeholders are updated instantly about the quotation’s state, optimizing resource allocation and team planning.
1.4. Automated alerts contribute to efficient job scheduling and prompt project mobilization.
Trigger Conditions
2.2. Status update event from CRM or proposal software queues automated notification.
2.3. Manual status change or e-signature completion triggers workflow automatisation.
2.4. If approval/rejection occurs outside business hours, automated delayed notification is scheduled.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS notification on webhook event; configure quote status change trigger with Twilio messaging API endpoint.
3.2. SendGrid
• Feature/Setting: Automated email; use Send Email API with dynamic template triggered by approval/rejection event.
3.3. Slack
• Feature/Setting: Configure Slack Incoming Webhook; automate posting to team channel on quote update.
3.4. Microsoft Teams
• Feature/Setting: Automate message to Teams channel using Teams Bot Framework or Incoming Webhook; link with CRM status change.
3.5. Gmail
• Feature/Setting: Automate draft/send email via Gmail API; connect CRM webhook to send templated notification.
3.6. Outlook 365
• Feature/Setting: Use Microsoft Graph API to automate sending email upon quote approval/rejection status.
3.7. Zapier
• Feature/Setting: Multi-step Zap automation; trigger on CRM event, automate SMS/email/Slack via respective integrations.
3.8. HubSpot
• Feature/Setting: Workflow Automation; auto-send internal notification (email, in-app) using Workflow Trigger action.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow Builder automates internal notification on Opportunity or Quote object status change.
3.10. Pipedrive
• Feature/Setting: Automation workflow sends email or triggers webhook on deal stage update (quote approval/rejection).
3.11. Asana
• Feature/Setting: Task or comment automatedly generated with webhook to alert team on status change.
3.12. Trello
• Feature/Setting: Trello Automation (Butler): rule to notify team or move card upon quote update.
3.13. ClickUp
• Feature/Setting: Automate notifications via ClickUp Automations using webhook or status change event in Quotes list.
3.14. Discord
• Feature/Setting: Send notification through Discord bot/webhook to alert team of quote decision.
3.15. Google Chat
• Feature/Setting: Use Google Chat Webhook to automate instant message to group chat upon quote status update.
3.16. Monday.com
• Feature/Setting: Monday automations to send automated team notifications on status column change.
3.17. Jira
• Feature/Setting: Jira Automation rule triggers alert (email, Slack, comment) on custom field value change (quote status).
3.18. Zoho CRM
• Feature/Setting: Workflow automation for sending in-app, SMS, or email notifications on quote status event.
3.19. Intercom
• Feature/Setting: Automated team notification via Inbox, integrating webhook from proposal system.
3.20. Freshdesk
• Feature/Setting: Scenario Automator triggers alert to support agents/teams on quote update event.
3.21. Mattermost
• Feature/Setting: Webhook-based notification automates message delivery for instant team update.
3.22. SMS Magic
• Feature/Setting: Use SMS Magic API to automate customized SMS on quotation event for field teams.
3.23. Mailgun
• Feature/Setting: Mailgun API automates transactional email notifications on approved/rejected events.
Benefits
4.2. Reduces human error by automatedly updating all involved.
4.3. Speeds up workflow by automating information relay.
4.4. Enables scalable, automatable handling of multiple quotations.
4.5. Automatedly ensures compliance and audit trails for status communication.
4.6. Enhances team collaboration by centralized automating of alerts.
4.7. Frees staff from repetitive checking, through automation of alert process.