Purpose
1.1 Automate the entire process of generating accurate, real-time quotations for aluminum products based on customer inquiries, taking into account product type, current inventory, pricing, delivery schedules, and customer-specific discounts.
1.2 Eliminate manual errors and accelerate quoting for wholesale customers, enabling faster decision-making and higher conversion rates.
1.3 Support multi-channel input requests (web, email, CRM, ERP, social), use real-time price feeds, and generate professional quotes with branding, ready for digital or print delivery.
1.4 Record quotes in CRM or ERP, trigger follow-ups, and support analytics on quote-to-order rates.
Trigger Conditions
2.1 New customer inquiry via website form (e.g., Request Quote)
2.2 Email received with request for pricing
2.3 Inbound call details submitted by inside sales via CRM
2.4 Request initiated from B2B partner portal
2.5 Scheduled batch quoting for preferred customers
2.6 Mobile app inquiry for quote
2.7 Integration-triggered from procurement platform
Platform Variants
1 Salesforce (Sales Cloud)
• Feature/Setting: Workflow Rule + Process Builder to auto-create a quote record on ‘New Lead’ with FetchProduct API and generate quote PDF (QuoteDocument API).
2 Microsoft Power Automate
• Feature/Setting: Flow configured to watch Dynamics 365 Opportunity, retrieve aluminum SKUs from SQL, call ‘Compose Quotation’ connector, send via Outlook.
3 Zoho CRM
• Feature/Setting: Blueprint to automate quote module; custom function calling getProductDetails API and email quote using Zoho Mail integration.
4 HubSpot
• Feature/Setting: Workflow to trigger on ‘Deal Created’, auto-associate line items using HubSpot Quotes API, email PDF via Templates.
5 SAP S/4HANA
• Feature/Setting: Sales Quotation Automation in SD module, OData API to retrieve product prices, output management for PDF quote generation.
6 QuickBooks Online
• Feature/Setting: Webhook on new estimate request, create estimate record via API, PDF generated and sent to customer.
7 Xero
• Feature/Setting: Zapier with Xero Quotes API; webhook from form submission, map line items, trigger Xero to send quote.
8 Oracle NetSuite
• Feature/Setting: SuiteFlow to detect new lead, SuiteScript to build quote, email/print via PDF templates.
9 SAP Business One
• Feature/Setting: B1if Scenario to trigger on new business partner inquiry, use Service Layer API to generate and send quote.
10 Google Sheets
• Feature/Setting: Google Apps Script watches form, fetches real-time aluminum prices from API, fills template, sends PDF by Gmail.
11 DocuSign
• Feature/Setting: DocuSign API to prefill a quote template, send for signature automatically after creation.
12 Pipedrive
• Feature/Setting: Automation to create a deal, use Products endpoint, auto-attach quotation PDF, send email.
13 SendGrid
• Feature/Setting: Use Mail Send API to deliver personalized HTML/PDF quotes to customer inbox.
14 Freshdesk
• Feature/Setting: Ticket trigger calls custom app, fetches price list via API, auto-reply to inquiry with attached quote.
15 Shopify (Wholesale Channel)
• Feature/Setting: Custom app listens for quote request, drafts quote using Admin API, emails via Shopify email.
16 Twilio SMS
• Feature/Setting: SMS inbound webhook triggers a Function to lookup prices and text back a quote via Programmable SMS.
17 Slack
• Feature/Setting: Slack workflow triggered by /quote command, fetches inventory/prices via API, posts quote in channel or DM.
18 Microsoft Teams
• Feature/Setting: Power Automate triggers on Teams message, gets pricing data, posts quote card to conversation.
19 Monday.com
• Feature/Setting: Automation triggered by new item, calls external API for aluminum pricing, updates item with quote, notifies team.
20 Intercom
• Feature/Setting: Bot responds to chat inquiries, calls quote API, sends price breakdown to the contact.
21 Airtable
• Feature/Setting: Script block triggered on new quote record, pulls aluminum price API, fills in template, emails via SendGrid connector.
22 Mailchimp
• Feature/Setting: Marketing automation triggers on quote campaign click, generates customer-specific dynamic PDF quote, emails via Transactional API.
23 Jira Service Management
• Feature/Setting: Request type mapped to Quotation issue, automation uses REST API to attach pricing sheet, notifies requester.
24 WooCommerce
• Feature/Setting: Quote request plugin triggers webhook, uses REST API to generate draft order/quote, emails formatted output.
25 Stripe Billing
• Feature/Setting: Quote object API used to configure aluminum product pricing and terms, sends quote to customer portal for approval.
Benefits
4.1 Accelerates response to price inquiries, increasing closure rate and customer satisfaction.
4.2 Reduces administrative overhead and eliminates manual pricing errors.
4.3 Ensures consistent, up-to-date quoting based on real-time data and inventory levels.
4.4 Improves sales team productivity; enables instant analytics on quoting and conversion.
4.5 Enables omnichannel, multi-format quote delivery—PDF, email, SMS, CRM—scaled for high-volume wholesale environments.
Sales and Order Processing