Automated quotation creation and follow-up

Purpose

1.1. Systematically generate quotations upon sales inquiry, email request, or website form submission based on real-time inventory, pricing, discounts, and customer profile.
1.2. Distribute quotations instantly via clients’ preferred channels (email, SMS, WhatsApp, CRM).
1.3. Automatically schedule, trigger, and escalate personalized follow-up sequences to maximize conversion, capture churn risk, and reduce manual sales workload.
1.4. Capture customer feedback or revised requests within the same workflow, syncing all interactions in the sales record.

Trigger Conditions

2.1. New client inquiry submitted via web form, email, or phone.
2.2. Current customer requests new product info or quote update.
2.3. Previous quotation not accepted within defined time interval (e.g., 48 hours).
2.4. Quotation reviewed, marked as won/lost, or customer sends revision feedback.
2.5. System or inventory price update requiring quote recalculation.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Process Builder or Flow to trigger on 'New Opportunity' or 'Quote Request' event; invoke CreateQuote API.
3.2. HubSpot
• Feature/Setting: Use workflow automation to trigger Deal creation or use Quotes API on form submission.
3.3. SAP S/4HANA
• Feature/Setting: Use Sales Quotation API_SERVICES_SALES_QUOTATION_SRV; trigger on Sales Quote object event.
3.4. Microsoft Dynamics 365
• Feature/Setting: Enable automatic Quote Record creation on Lead/Opportunity qualify; trigger follow-ups using Power Automate.
3.5. Zoho CRM
• Feature/Setting: Automate Quote Generation with Blueprint and invoke sendQuotation REST API.
3.6. QuickBooks Online
• Feature/Setting: Use Estimate API to generate and email quote; trigger via webhook on new customer inquiry.
3.7. Freshsales
• Feature/Setting: Automate quote module using workflows and trigger via API on custom event.
3.8. Pipedrive
• Feature/Setting: Use Deals API to generate Smart Docs Quote; trigger automations on Deal stage change.
3.9. Odoo
• Feature/Setting: Use Sales app automation; trigger via RPC or REST on web lead.
3.10. Xero
• Feature/Setting: Create quotes via Quotes API; trigger email using WorkflowMax.
3.11. Mailgun
• Feature/Setting: Use Messages API to automate sending emails for quote delivery and follow-up.
3.12. SendGrid
• Feature/Setting: Use Mail Send API and automated email sequences for quote notifications and reminders.
3.13. Twilio SMS
• Feature/Setting: Trigger SMS notifications and reminders to customers using Programmable Messaging API.
3.14. WhatsApp Business API
• Feature/Setting: Automated follow-up message delivery based on quote status; template messaging.
3.15. Slack
• Feature/Setting: Issue internal alerts when customer quote is generated or requires manual approval; Incoming Webhooks.
3.16. Asana
• Feature/Setting: Automatically create tasks for incomplete quote follow-ups using Asana API.
3.17. Monday.com
• Feature/Setting: Generate items for each quote and automate status change notifications; use Integrations and Automations.
3.18. Google Sheets
• Feature/Setting: Log quotes and follow-up status using Sheets API; auto-update records on sales activity.
3.19. DocuSign
• Feature/Setting: Send quotes for e-signature via Envelope API automatically when quote is ready.
3.20. Dropbox
• Feature/Setting: Store generated quote PDFs; use API to link quote storage with CRM/inventory system.
3.21. Stripe
• Feature/Setting: Create payment links post-quote acceptance using Payment Links API.
3.22. Shopify (for wholesale portals)
• Feature/Setting: Trigger Draft Order API when quote is accepted for invoicing.

Benefits

4.1. Eliminates lag from manual sales quoting and chasing.
4.2. Ensures all client inquiries receive timely, accurate, personalized quotations.
4.3. Multichannel follow-ups raise conversion rates and reduce drop-off.
4.4. Centralizes all quote and customer interactions for compliance and analytics.
4.5. Allows sales teams to focus on high-value prospects rather than administrative tasks.