Sales and Quotation ManagementPurpose
1.2. Automated parsing, extraction, and categorization of technical data from attached files or input fields to minimize manual processing.
1.3. Automating lookup of material costs, labor, machining, and logistical data for rapid pricing calculations.
1.4. Generate, format, and dispatch quotations automatically, ensuring consistency and reduced cycle times.
1.5. Enable auditability and archiving of quotation requests, responses, and supporting data for compliance and review.
1.6. Facilitate automatable integration with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems.
1.7. Support multi-language, multi-currency, and customer-segmented quotation templates.
Trigger Conditions
2.2. Automated form submissions on sales/quotation request sites.
2.3. API-based reception of RFQs from B2B procurement portals.
2.4. SFTP/FTP upload of drawing files to a monitored folder.
Platform Variants
• Trigger: “When a new email arrives” in Outlook; Action: “Extract attachment”; “Create item” in SharePoint.
3.2. Zapier
• App: Gmail/Outlook “New Email with Attachment”; Action: “Formatter”; “Webhooks by Zapier” to ERP or CRM.
3.3. UiPath
• Activity: “Get Mail Messages”; “Save Attachments”; “Read PDF/OCR”; “Invoke Web Service” for pricing engine.
3.4. Make (Integromat)
• Scenario: “Watch Emails”; “Get Attachments”; “Parse Document”; “Generate PDF”; “Send Email”.
3.5. Salesforce Flow
• Trigger: “Platform Event” for RFQ; Actions: “Apex” for parsing; “Email Alert” for sending quote.
3.6. SAP Intelligent RPA
• Activity: “Monitor Inbox”; “Extract Data from Drawing/Spec”; “Post Quotation to SAP Sales Cloud”.
3.7. ServiceNow Flow Designer
• Trigger: “Catalog Item Submission”; Action: “Script Step” for pricing; “Notification” for quote delivery.
3.8. Oracle Integration Cloud
• Trigger: “Receive File”; Action: “Map Data”; “Invoke Pricing API”; “Send Email”.
3.9. AWS Lambda
• Event: “New S3 Object” (drawing/spec file); Lambda Function: “Parse and price”; SES “Send Email”.
3.10. Google Apps Script
• Trigger: “onFormSubmit”; Script: “Parse Google Drive doc”; “Email Quotation via Gmail API”.
3.11. DocParser
• Feature: “Automated PDF Extraction”; “Webhook” to quotation system.
3.12. DocuSign CLM
• Automated “Document Generation”; “API call” to fetch drawing/spec; “Send for Approvals”.
3.13. HubSpot Workflows
• Trigger: “Form Submission”; Action: “Create Deal”; “Send Email with Quote PDF”.
3.14. Pipedrive Automations
• Trigger: “New Deal”; “Attach Document”; “Custom Activity” for quote creation.
3.15. Monday.com automations
• Trigger: “Item Created”; Action: “Parse Attachment”; “Send Quote”.
3.16. Jira Automation
• Trigger: “Issue Created with Attachment”; Action: “Webhook” to pricing API; “Comment Quote”.
3.17. Dropbox API + Custom Script
• Trigger: “File Uploaded”; Script: “Extract Data”; “Email Quote”.
3.18. Smartsheet Data Shuttle
• Feature: “Import Email Attachment”; “Trigger Quote Template Fill”; “Notify Stakeholder”.
3.19. Box Relay
• Trigger: “File Uploaded”; Action: “Start Workflow”; “API Call” for pricing; “Auto-send Quote”.
3.20. Freshworks Automations
• Trigger: “New Ticket with Attachment”; Action: “Custom App” for quote; “Send Email to customer”.
Benefits
4.2. Automatedly reduces resource strain and human error in data extraction and pricing calculations.
4.3. Improves response times, automating customer satisfaction and increasing sales conversion.
4.4. Automates archiving and auditing for compliance and continuous improvement.
4.5. Enables automating multi-language/currency templates and integration with major CRMs and ERPs.
4.6. Automates compliance with industry and customer requirements by ensuring every spec is processed and tracked.
4.7. Supports scalable, automatable sales operations for fast-growing foundry businesses.