Automatic quotation generation and sending to clients

Purpose

1.1. Instantly generate customized quotations for aluminum frames based on client requests, including product specifications, volumes, pricing, and delivery terms.
1.2. Automatically deliver quotations to clients via preferred communication channels, reducing manual work and improving response time.
1.3. Track and log all quotation activity for auditability and follow-up.
1.4. Ensure accuracy in pricing, tax calculations, and terms according to latest catalog and inventory levels.
1.5. Integrate quotation data with CRM and ERP systems for end-to-end transparency and workflow continuity.

Trigger Conditions

2.1. New inquiry received from website form, email, phone transcript, or CRM entry.
2.2. Existing customer record updated with a new request.
2.3. API call from partner platform.
2.4. RFQ (Request for Quotation) document uploaded to a monitored folder or cloud storage.
2.5. Sales representative logs customer inquiry in internal dashboard.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder “New Lead/Opportunity” + Quote Object API; auto-generate quote and email using email template.
3.2. HubSpot
• Feature/Setting: Workflow Automation; trigger “Create Quote” action and send via HubSpot Email API.
3.3. Zoho CRM
• Feature/Setting: Blueprint Automation; use “Quotes” module, auto-generate, and push to client through Zoho Mail.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate “When a new opportunity is created” flow; generate and send quotation PDF.
3.5. SAP Business One
• Feature/Setting: B1if Scenario for Sales Quote; schedule to email PDF using Document Printing API.
3.6. Odoo
• Feature/Setting: Automated Action on “Quotation Created” with Email Template and PDF generation.
3.7. Pipedrive
• Feature/Setting: Workflow Automation; “Deal enters stage” action triggers quote creation and email send via Mail API.
3.8. Freshsales
• Feature/Setting: Workflow Rules; “New Deal” triggers auto-quoting and follow-up email dispatch.
3.9. QuickBooks Online
• Feature/Setting: Sales Quote (Estimate) API; link to email automation for client delivery.
3.10. Xero
• Feature/Setting: Quotes API; automate quote creation and email to contact using Xero Communication APIs.
3.11. DocuSign
• Feature/Setting: Template API; fill and send standardized quote documents for e-signature.
3.12. PandaDoc
• Feature/Setting: Document Generation API; auto-fill quote and send via PandaDoc Email/Notification.
3.13. Google Sheets
• Feature/Setting: Apps Script trigger on new row; use Google Docs API to generate and email PDF.
3.14. Airtable
• Feature/Setting: Automation “When record created” + Page Designer; auto-email PDF with SendGrid block.
3.15. Slack
• Feature/Setting: Workflow Builder; channel message triggers quote request sent via Slackbot to designated reps.
3.16. Gmail
• Feature/Setting: Gmail API; auto-draft and send quotations based on structured email templates.
3.17. Outlook
• Feature/Setting: Microsoft Graph API; generate and send quote email with attached PDF.
3.18. Dropbox
• Feature/Setting: File Upload Webhook; RFQ upload triggers serverless quote generator and response via email.
3.19. Twilio
• Feature/Setting: Programmable SMS API; send quote details as SMS upon generation event.
3.20. SendGrid
• Feature/Setting: Email API; automate sending quote PDFs to clients with custom tracking of opens.

Benefits

4.1. Saves time—eliminates manual quotation creation and sending processes.
4.2. Increases accuracy—reduces human error in pricing, customer details, and terms.
4.3. Boosts response speed—provides instant replies to client inquiries, enhancing competitiveness.
4.4. Improves sales tracking—logs and monitors every quote for follow-up and sales forecasting.
4.5. Ensures compliance—maintains standard terms and official pricing in every quotation.
4.6. Scalable—handles dozens to thousands of quote requests daily without extra staffing.
4.7. Multi-channel reach—sends quotes by email, SMS, or chat as clients prefer.