Automated quotation generation and sending based on lead request

Purpose

1.1. Automate the generation of detailed aluminum window quotations for leads, pulling pricing, specs, and customizations based on inquiry details.
1.2. Auto-dispatch personalized, branded quotes to prospects via their preferred communication channel (email, SMS, WhatsApp, CRM, or PDF download).
1.3. Ensure traceability, versioning, and record logging for each quote, linking back to sales pipelines and performance analytics.
1.4. Reduce manual work, speed up response times, and enrich data quality for corporate B2B selling in the building materials sector.

Trigger Conditions

2.1. New lead form submission on website (with aluminum window requirements).
2.2. Inbound email or request detected with intent keywords (“need quote,” “pricing request”).
2.3. Entry created in CRM with status “Quotation Requested.”
2.4. Sales call logged with quotation required flag.
2.5. API call from partner or architect system requesting quotation.

Platform Variants

3.1. Salesforce
• Feature: Process Builder/Flow + Email Template
• Configure: Automate trigger on new Opportunity with type "Aluminum Windows," auto-populate and email quote PDF.
3.2. HubSpot
• Feature: Deal Workflow + Quote Builder
• Configure: Trigger on "Request for Quote", use Quote automation to generate and send personalized document.
3.3. Zoho CRM
• Feature: Blueprint + Email Automation
• Configure: Lead status update triggers custom function for quote generation and sends via email.
3.4. Zapier
• Feature: Multi-Step Zap, Webhooks
• Configure: Trigger on form submission, fetch SKU/pricing, auto-generate PDF, and send mail.
3.5. Microsoft Power Automate
• Feature: Automated Flow
• Configure: Monitor mailbox or SharePoint; use Word templates for quote and send via Outlook.
3.6. Google Workspace (Apps Script)
• Feature: Script on Google Form + Docs + Gmail
• Configure: On form submit, generate quote from template doc, send via Gmail.
3.7. Monday.com
• Feature: Automation + Docs + Emails
• Configure: On deal stage "Quote", create doc from template, auto-mail.
3.8. PandaDoc
• Feature: API + Document Workflow
• Configure: Create quote document when new request arrives, push for e-signing.
3.9. DocuSign
• Feature: PowerForms + API
• Configure: Generate template-based aluminum window quote, email for signature.
3.10. Freshsales
• Feature: Workflow Automations
• Configure: On “Quotation Requested” status change, auto-email templated quote.
3.11. Pipedrive
• Feature: Workflow Automation + Smart Docs
• Configure: Deal update triggers quote doc with line items, sends to lead.
3.12. Mailgun
• Feature: API Email Sending
• Configure: Webhook triggers outbound custom-quoted email.
3.13. SendGrid
• Feature: Email API
• Configure: Auto-send HTML quote with attachments on trigger event.
3.14. Twilio SMS
• Feature: programmable SMS API
• Configure: On quote doc ready, send SMS notification with secure link to download.
3.15. WhatsApp Business API
• Feature: Outbound Message
• Configure: Auto-drip message with PDF quote to prospect’s WhatsApp.
3.16. WooCommerce
• Feature: Quote Request Plugin
• Configure: Product-based inquiry triggers quote generation, auto-mail to prospect.
3.17. Shopify
• Feature: Flow + Custom App
• Configure: On order inquiry, trigger custom app to prepare and email quote.
3.18. QuickBooks Online
• Feature: Quotes/Estimates API
• Configure: API call to create and send estimate on qualified lead trigger.
3.19. Xero
• Feature: Quotes API
• Configure: Auto-create and email quote for aluminum windows via web form trigger.
3.20. Typeform
• Feature: Webhooks/Integrations
• Configure: On quote form submission, initiate workflow to build and deliver quotation file.
3.21. Slack
• Feature: Bot + Workflow Builder
• Configure: Notifies sales in channel with auto-attached quote for review before sending out.

Benefits

4.1. Rapid response to pricing inquiries, increasing lead conversion chances.
4.2. Elimination of repetitive manual quote preparation by sales reps.
4.3. Customizable, error-free documents following business rules and brand templates.
4.4. Full audit trail and integration with sales analytics for strategic forecasting.
4.5. Enhanced consistency and professionalism in communication with corporate buyers.