Automatic quote generation and email sending

Purpose

 1.1. Automate accurate quote creation and automate instant delivery to leads via email, ensuring speed and consistency for glass block wholesale suppliers.
 1.2. Automate gathering of product requirements, price calculations with tiered/discount logic, and automate PDF/DOC quote file creation.
 1.3. Automating follow-up scheduling and notifications, driving accelerated sales cycles and higher conversion rates.
 1.4. Automates minimization of manual entry errors, ensures all client communications are logged, and automates quote lifecycle tracking end-to-end.

Trigger Conditions

 2.1. New inquiry arrives via website form, email, or CRM.
 2.2. Change in lead status to “quote requested” in the CRM.
 2.3. Manual trigger by sales rep within an internal dashboard.
 2.4. API webhook receives structured lead data from third-party sources.

Platform Variants

 3.1 HubSpot CRM
  • Feature/Setting: Workflow automation and Deal Trigger; configure trigger for newly created deal in “Quote” stage to invoke automation.
 3.2 Salesforce
  • Feature/Setting: Process Builder with “Opportunity Created” trigger; connect outbound email action and document generation API.
 3.3 Zoho CRM
  • Feature/Setting: Blueprint and Workflow; automate quote record creation and send via Zoho Mail.
 3.4 Pipedrive
  • Feature/Setting: Deal stage automation with webhook trigger to an external document generator and SMTP sender.
 3.5 Microsoft Power Automate
  • Feature/Setting: Automated flow with trigger “When a new response is submitted” and actions for OneDrive file generation and Outlook email.
 3.6 Google Apps Script
  • Feature/Setting: Event-driven function on Google Forms submission; automate Google Docs merge and Gmail send.
 3.7 Zapier
  • Feature/Setting: Multi-step Zap linking form submission to PDF automation tool (e.g., WebMerge/DocuPilot) and email service.
 3.8 Make (Integromat)
  • Feature/Setting: Scenario automates form intake to HTML/PDF render (e.g., PDF.co) to SMTP module.
 3.9 DocuSign
  • API/Function: “Envelope Creation” API automates quote PDF upload and sending for digital approval.
 3.10 PandaDoc
  • API/Function: API “Create Document” and “Send Document” automates templated quote and email out.
 3.11 Adobe Sign
  • API/Function: “Send Agreement” workflow automates sending generated quote PDFs.
 3.12 QuickBooks
  • API/Function: “Create Estimate” automation, followed by email via built-in email quote action.
 3.13 Xero
  • API/Function: “Create Quote” endpoint; automate quote generation and issue via Xero email action.
 3.14 SendGrid
  • API/Function: “Mail Send” API automates sending emails with quote attachments.
 3.15 Mailgun
  • API/Function: “messages/send” automates outbound quote emails.
 3.16 SMTP Relay (Any Provider)
  • Configuration: Authenticate SMTP, automate outbound emails via code or automation tool.
 3.17 Trello
  • API/Function: “Card Created” trigger; integrate custom automator for document generation on new card.
 3.18 Monday.com
  • Feature/Setting: Automate status change to “Quote Needed” to trigger doc generator and email integration.
 3.19 WebMerge (Formstack Documents)
  • Feature/Setting: Automatable document creation based on input; automate email sending post-generation.
 3.20 Formsite
  • Feature/Setting: Submission triggers webhook; automate quote-building via third-party tools, then email via relay.

Benefits

 4.1. Automated quote workflows improve response time and automate customer engagement.
 4.2. Automating quote generation and delivery automates reduction in manual errors and ensures consistency.
 4.3. Automation enables scalable handling of high inquiry volumes, freeing sales teams.
 4.4. Automates CRM and email log updates for full audit trails and analytics.
 4.5. Automated quote and email automation supports lead nurturing, increasing closure rates.