Quoting, Job Estimation, and Project KickoffPurpose
1.2. Streamlines the quotation process by removing manual data entry, improving speed and accuracy in client communications.
1.3. Enables uniform, branded documentation for proposals, increases rate of response, and integrates with downstream job estimation and project kickoff workflows.
1.4. Logs client requests and quotations for audit, compliance, and analytical purposes across Professional Services in Metalwork.
Trigger Conditions
2.2. Client sends request via email, chat, or integrated web portal.
2.3. Sales agent or team member enters client inquiry into CRM or sales system.
2.4. API call received with customer requirements (e.g., via website or third-party marketplace).
2.5. Scheduled batch import of leads or RFQs from partner sites or aggregators.
Platform Variants
• Feature/Setting: Use Form Submit trigger; map fields to Google Docs template using Apps Script.
3.2. Typeform
• Feature/Setting: Webhook response triggers workflow; sends data to document generation API (e.g., Docs, Word).
3.3. Jotform
• Feature/Setting: Use API POST on submission; populate PDF template with Zapier Formatter.
3.4. Microsoft Power Automate
• Feature/Setting: Trigger on Microsoft Forms response; generate document in Word Online using "Populate a Word template" action.
3.5. DocuSign
• Feature/Setting: POST request to template creation endpoint; auto-fill fields with API payload.
3.6. PandaDoc
• Feature/Setting: Create Document API; pass customer and quote data as variables for dynamic assembly.
3.7. HelloSign
• Feature/Setting: Template signature request API; inject job-specific details for auto-prep.
3.8. Salesforce
• Feature/Setting: Process Builder/Flow triggering on Lead/Opportunity; auto-generate quotation PDF using Conga Composer or native templates.
3.9. Zoho CRM
• Feature/Setting: Workflow automation on new deal/lead; use Zoho Writer API to build and email quotation document.
3.10. HubSpot
• Feature/Setting: Workflow triggers on deal stage change; send data to document builder (Qwilr, PandaDoc integration).
3.11. Monday.com
• Feature/Setting: New item on board triggers webhook; integrate with PDF Generator API or Docupilot.
3.12. Airtable
• Feature/Setting: Record creation webhook; populate document template via Airtable Scripts or automation integrations.
3.13. Cognito Forms
• Feature/Setting: Submission triggers Power Automate workflow to assemble and send quotation file.
3.14. Mailparser
• Feature/Setting: Parse inbound RFQ email; webhook to document generator for auto-creation of PDF/Docx.
3.15. Quickbase
• Feature/Setting: New record event; triggers app script to fill template and attach quote.
3.16. Smartsheet
• Feature/Setting: Row addition triggers document template workflow via Smartsheet API or third-party connectors.
3.17. Pipefy
• Feature/Setting: Pipe automation on new card; calls document assembly API (PDF Monkey/Docupilot).
3.18. Gravity Forms
• Feature/Setting: Form submission hooks; auto-generate custom document via Webhooks or API to PDF generator.
3.19. Formstack
• Feature/Setting: Form submit event; auto-populate and deliver quote using Document Generation plugin.
3.20. Zapier
• Feature/Setting: Multi-step Zap from form/CRM/email; pass client details into Google Docs, Microsoft Word Online, or PDF template generation service.
Benefits
4.2. Reduces quote turnaround time from hours to minutes, enhancing client satisfaction.
4.3. Consistent branding and formatting across all aluminum welding quotations.
4.4. Easy audit trail, version tracking, and integration with project management and invoicing systems.
4.5. Scalable to high volumes without incremental resource costs.