Instant quote calculation based on provided data

Purpose

1. Automate instant quote calculations for antique furniture restoration based on customer-input data on dimensions, materials, type of damage, urgency, and requested service level.

2. Streamline quoting, reduce manual errors, shorten response times, improve client satisfaction and lead conversion, enable fast decision-making for both staff and customers, and support detailed quote breakdowns for complex restorations.

Trigger Conditions

1. Customer submits an online quote request form (web, app, email, chatbot, or via SMS).

2. Data received via API from CRM, web forms, or integrated lead capture systems.

3. Staff member manually triggers calculation from CRM or quoting dashboard.

Platform Variants

1. Airtable

• Feature/Setting: Automations — 'When new record in "Quotes"' triggers a calculation script using table fields.
  

2. Google Sheets

• Feature/Setting: Apps Script API — On form submission, run custom script to sum costs and email result.
  

3. Salesforce

• Feature/Setting: Process Builder/Flow — Auto-calculate quote when a new opportunity with custom fields is created.
  

4. HubSpot

• Feature/Setting: Workflow Automation — On form completion, trigger webhook to calculation microservice and send result via email.
  

5. Pipedrive

• Feature/Setting: Workflow Automation — "Deal created" event triggers calculation module with custom fields.
  

6. Zoho CRM

• Feature/Setting: Custom Functions — On lead creation, run server-side function to compute quote and update deal stage.
  

7. Microsoft Power Automate

• Feature/Setting: Custom flow — "Form submitted" initiates Power Apps function to calculate quote and post result.
  

8. Monday.com

• Feature/Setting: Automation Recipe — "When item created", auto-invoke quote formula column and notify user.
  

9. QuickBooks Online

• Feature/Setting: QuickBooks API — On estimate creation, invoke calculation endpoint and autofill line items.
  

10. Xero

• Feature/Setting: App integration webhook — On quote request, call pricing API, update draft quote in Xero.
  

11. Stripe

• Feature/Setting: Payment Link API — Auto-generate payment link with calculated amount based on quote.
  

12. Shopify

• Feature/Setting: Order API/Script Editor — Upon product order (restoration service item), calculate custom quote.
  

13. Zapier

• Feature/Setting: Multi-step Zap — On form trigger, process custom code step for quote and return via email/SMS.
  

14. Slack

• Feature/Setting: Slash command w/ integration — User submits '/quote', trigger app to do calculation and post result.
  

15. Intercom

• Feature/Setting: Custom Bot/API — User submits quote data, bot calls backend calculation API and displays instant reply.
  

16. Typeform

• Feature/Setting: Result Calculations — User completes form; webhook sends data to calculation logic and emails quote.
  

17. Gravity Forms (WordPress)

• Feature/Setting: Webhook Add-On/Custom Code — Form submission hooks to quote engine, result emailed/displayed.
  

18. Jira Service Management

• Feature/Setting: Automation Rule — On ticket creation, run script to calculate quote and comment with total.
  

19. Freshdesk

• Feature/Setting: Workflow Automator — On new ticket, invoke API for quote calculation and add as note.
  

20. Mailchimp

• Feature/Setting: Transactional API — Automated message with calculated quote price sent to requester upon trigger.
  

Benefits

1. Provides instant, accurate quotes per client specifications, improving speed and reliability.

2. Reduces manual admin, freeing expert staff for higher-value tasks.

3. Ensures consistent pricing logic and reduces human calculation errors.

4. Enables omnichannel quoting via web, email, chat, or SMS entry.

5. Seamless integration with CRM, invoicing, and payment systems for full end-to-end automation.