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Quote generation and emailing upon request

Purpose

1.1. Enables portable toilet suppliers to automate quote generation and delivery processes based on sales inquiries, minimizing manual tasks and human error.
1.2. Automatedly generates customer-specific pricing by leveraging input parameters (product type, quantity, delivery location, rental duration).
1.3. Automates document preparation and emailing, reducing lead response times and supercharging sales workflow.
1.4. Integrates with inventory and CRM systems to provide up-to-date stock and client info, automating end-to-end quote management.
1.5. Supports compliance by tracking quote requests, approvals, and communications for future audits.

Trigger Conditions

2.1. New lead or quote inquiry submitted via web form, email, chatbot, or phone integration.
2.2. Sales agent logs a manual quote request in CRM.
2.3. Automatic trigger when lead status moves to “Quote Requested” in a pipeline.
2.4. Incoming API call from channel partner or wholesale portal.
2.5. SMS/WhatsApp message with request keywords (e.g., “Need quote portable toilet”).

Platform Variants

3.1. HubSpot
• Feature/Setting: Workflow automation, trigger on new deal, “Create Quote” API endpoint.
3.2. Salesforce
• Feature/Setting: Process Builder/Flow, configure “Generate Quote” action, outbound email template.
3.3. Zoho CRM
• Feature/Setting: SalesQuotes module, configure Blueprint, automated quote in “Send Email” function.
3.4. Pipedrive
• Feature/Setting: Deal triggered workflow, Pipedrive API to auto-generate Documents.
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate, trigger on Opportunity, “Create Quote” and “Send Email” step.
3.6. Google Sheets (as backend)
• Feature/Setting: App Script, automate quote templating, trigger Gmail API to send.
3.7. PandaDoc
• Feature/Setting: API/Integration, auto-populate quote template, send via DocSend API.
3.8. DocuSign
• Feature/Setting: Automated quote generation API, email with embedded signature request.
3.9. QuickBooks
• Feature/Setting: Estimate API; event-driven automation, send estimate as quote email.
3.10. Xero
• Feature/Setting: Quotes API, auto-create and email upon webhook trigger.
3.11. Monday.com
• Feature/Setting: Automations, item status change triggers quote doc & email via Gmail or Outlook.
3.12. Notion
• Feature/Setting: Automated database entry, integration with Zapier to create/send quote.
3.13. Gmail
• Feature/Setting: Gmail API, generate and send automated quote PDFs as attachments.
3.14. Outlook 365
• Feature/Setting: Power Automate flow, template mail merge with quote.
3.15. Mailgun
• Feature/Setting: Email API for quote delivery, webhook triggers on request.
3.16. SendGrid
• Feature/Setting: Transactional Mail API, attach quote PDF, SMTP integration.
3.17. Freshsales
• Feature/Setting: Workflow rules, auto-create, PDF quote, “Send Mail” action.
3.18. Twilio
• Feature/Setting: SMS trigger receives quote request; webhook automates CRM/API quote process.
3.19. WhatsApp Business API
• Feature/Setting: Incoming message triggers automator, responds with quote doc.
3.20. Chatbot Platforms (e.g., Intercom, Drift)
• Feature/Setting: Conversational automator collects info, triggers backend quote API and automated send-out.

Benefits

4.1. Automates repetitive manual quoting, reducing response delays and human errors.
4.2. Enables scalable, standardized, and auditable sales operations.
4.3. Automatedly minimizes lost opportunities by responding 24/7 to inbound quote requests.
4.4. Supports fast follow-up, increasing win rates and optimizing the sales funnel.
4.5. Frees team bandwidth for complex, high-touch deals by automating routine quoting and emailing tasks.

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