On-demand quote creation and automated email dispatch

**Purpose**

1. Automate on-demand boat detailing quote creation, eliminating manual entry.
2. Automate instant, personalized quote delivery via email, enhancing customer responsiveness.
3. Automate data aggregation from web forms, calls, or CRM for seamless quoting.
4. Automated workflow tracks quote requests, quote status, and records for operational efficiency.
5. Automate attachment of detailed quotes with services, timelines, pricing, and Ts&Cs.

**Trigger Conditions**

1. Customer submits online quoting form on web portal.
2. Incoming quote request by email or tracked contact form.
3. New lead entry in CRM marked "Quote Requested."
4. Automated event from call tracking with relevant tags.
5. Internal user triggers quote from mobile or desktop app.

**Platform Variants**

3.1 **Google Workspace (Gmail, Sheets)**
- Feature/Setting: Automate quote template generation in Docs; trigger via new Form submission; auto-email using Gmail API with PDF quote.
3.2 **Microsoft Power Automate**
- Feature/Setting: Automated workflow triggers on new Microsoft Forms entry; generate Word quote; dispatch via Outlook integration.
3.3 **HubSpot**
- Feature/Setting: Automate workflow triggered by "Quote Requested;" generate quote with Deal data; automate sending via Connected Email API.
3.4 **Salesforce**
- Feature/Setting: Automate Process Builder for quote object creation; dispatch emails via Salesforce Email API.
3.5 **Zoho CRM & Zoho Mail**
- Feature/Setting: Automate Blueprint to trigger quote generation; auto-send custom template email using Zoho Mail API.
3.6 **SendGrid**
- Feature/Setting: Automate personalized quote email using API; attach PDFs from upstream source.
3.7 **Twilio SendGrid**
- Feature/Setting: Same as above; automates high-volume email quote dispatch; custom subject/HTML quote email via API.
3.8 **DocuSign**
- Feature/Setting: Automate quote as document ready for e-sign, using API trigger on CRM event.
3.9 **Xero**
- Feature/Setting: Automate quote creation via Xero Quotes API, trigger send-to-customer with Xero Mail API.
3.10 **QuickBooks Online**
- Feature/Setting: Automate quote generation via Sales Receipt API; auto-dispatch with Invoice Send API.
3.11 **Mailgun**
- Feature/Setting: Automate email sending for quotes; use API to attach PDF and custom fields.
3.12 **PandaDoc**
- Feature/Setting: Automate quote generation via TemplateAPI; auto-dispatch signature requests to leads.
3.13 **Freshdesk**
- Feature/Setting: Automate ticket-based triggering; send quotes as email replies using Freshdesk API.
3.14 **Stripe**
- Feature/Setting: Automate quote with pricing API; automate email dispatch via Stripe Invoicing.
3.15 **Monday.com**
- Feature/Setting: Automate status-based trigger; generate and email PDF quote via integration recipes.
3.16 **Slack**
- Feature/Setting: Automate Slack command to trigger quote; integrate bot for email dispatch.
3.17 **JotForm**
- Feature/Setting: Automate new submission webhook; auto-generate and email quote via 3rd-party mail API.
3.18 **Trello**
- Feature/Setting: Automate card label "Quote"; generate quote and email via Power-Ups or webhook integrations.
3.19 **Airtable**
- Feature/Setting: Automate record status change; output quote in Page Designer block; auto-send using SMTP block/API.
3.20 **Zapier**
- Feature/Setting: Automate multi-step flow: form → quote doc → email dispatch with PDF.

**Benefits**

1. Automate quote delivery, reducing manual labor and wait times.
2. Improves consistency in quoting and professionalizes brand.
3. Increases quotation volume handled by enabling automatable high-frequency triggers.
4. Automates documentation and logging for regulatory or dispute purposes.
5. Automator ensures data accuracy and avoids manual entry errors.
6. Automate follow-ups for unresponded quotes or convert to invoice workflow.
7. Enables 24/7 automated response, winning business day and night.