Quotation & Proposal ProcessesPurpose
1. Automate digital acceptance and e-signature collection for quotes and proposals in double glazing wholesale.
2. Reduce manual workload by automating proposal dispatch, tracking, reminder follow-ups, and legal consent collection.
3. Enable instant client acceptance, automating binding agreements for building services.
4. Automate audit trail generation for compliance and auditing.
5. Streamline conversion from quote to project, automating workflow hand-offs.
Trigger Conditions
1. New quote/proposal generated in CRM or ERP is ready for client review.
2. Customer action required for legal acceptance or agreement sign-off.
3. Reminder needed for outstanding signature automating completion.
4. Status update or signature event from e-signature platform.
5. Trigger automation upon deadline expiry with pending acceptance.
Platform Variants
1. DocuSign
- API: Envelopes:create, Envelopes:listStatusChanges; automate sending and monitoring e-signature envelopes.
2. Adobe Sign
- API: POST /agreements, GET /agreements/{agreementId}; automates agreement creation, collection, and status tracking.
3. HelloSign
- Endpoint: /signature_request/send; automates document dispatch for e-signing.
4. PandaDoc
- API: POST /documents/send; automator for sending proposals, automating real-time signature status.
5. SignNow
- API: POST /document, GET /document/{id}/status; automates document e-sign requests.
6. RightSignature
- API: Create Document and Send; automates workflow sending and acceptance.
7. Zoho Sign
- API: createTemplates, sendTemplate; automates template-based automated e-signature requests.
8. OneSpan Sign
- API: POST /packages, GET /packages/{packageId}; automates document envelope sending and signature completion detection.
9. SignEasy
- API: send_document; automates acceptance and signature workflow.
10. Sertifi
- API: CreateEnvelope, CheckEnvelopeStatus; automates digital acceptance tracking.
11. eversign
- API: /document/send; automated document signature dispatch.
12. Signable
- API: POST /documents, GET /documents/{document_id}/status; automates quote proposal and status automation.
13. Yousign
- API: /procedures/start; automates launching of e-signature processes.
14. Foxit eSign
- API: Create Agreement, Get Status; automate sending and monitoring e-sign requests.
15. Concord
- API: POST /contracts, GET /contracts/{id}/auditTrail; automates contract generation and legal traceability.
16. Formstack Sign
- API: /document/send, /document/status; automating document signature and processing.
17. Signeasy
- API: POST /signature_requests/send; automator for collection of e-signatures.
18. KeepSolid Sign
- API: Invite Signers, Track Document; automate client engagement and collection automation.
19. SignRequest
- API: POST /document, GET /document/{id}/status; automating sending and monitoring.
20. Signicat
- API: POST /signing-requests, GET /signing-requests/{id}; automate trusted signature & compliance workflows.
21. Dropbox Sign
- API: /signature_request/send; automates e-signature collection for documents generated by quoting system.
22. Juro
- API: POST /contracts, GET /contracts/{id}/status; automate contract proposal and signature validation flow.
23. GetAccept
- API: POST /documents/send, GET /documents/{id}/events; automate total quote and proposal execution.
Benefits
1. Automates acceptance process, reducing administrative delays.
2. Enables automated legally binding e-signatures for faster agentless workflow.
3. Improves compliance by automated auditing and traceability.
4. Increases speed from quote to sale with automatable reminders.
5. Lowers risk of human error via automated tracking and timestamping.
6. Provides frictionless digital experience for both staff and wholesale customers by automating processes.
7. Supports centralized monitoring and reporting for all automated activities.
8. Enables scalable expansion by removing manual bottlenecks with automator logic.