Automated quote generation and delivery to clients

Purpose

1. Automate the entire lifecycle of quote creation, calculation, customization, and client delivery for aggregate products.

2. Ensure quotes are error-free, quick, and tailored, drawing from live inventory, pricing, and delivery data.

3. Capture all quote requests from multiple channels (website forms, emails, CRM) to unify and streamline responses.

4. Allow for seamless scalability, supporting high quote volume and complex pricing algorithms.

Trigger Conditions

1. Website quote request form submission.

2. New inbound client email seeking quote.

3. CRM opportunity stage changes to “Quote Requested.”

4. Sales rep manually triggers through mobile or desktop app.

5. Third-party aggregator or portal sends quote API request.

Platform Variants

1. Salesforce

• Function: Process Builder Flow to auto-generate quote on opportunity update.
  
• Sample: Trigger on Opportunity.Stage equals “Quote Requested,” invoke “Create Quote” action.
  

2. HubSpot

• Feature: Workflow Automation.
  
• Sample: Trigger workflow on “Form Submission,” auto-generate quote using Line Items & Deals API.
  

3. Microsoft Power Automate

• Function: Scheduled Cloud Flow to monitor email and form sources.
  
• Sample: “When a new email arrives” + “Create PDF” from template + “Send Email.”
  

4. Zoho CRM

• Feature: Workflow Rules and Functions.
  
• Sample: Rule on “New Quote Request,” function compiles quote document and emails client.
  

5. Pipedrive

• API: Deal updated webhook; use “Create New Document” in Smart Docs.
  
• Sample: On new deal in “Quote” stage, trigger document generation via Smart Docs API.
  

6. Monday.com

• Integration: Automations + Monday Docs.
  
• Sample: “When item status changes to ‘Quote Needed’,” auto-create doc using quotes template.
  

7. Google Workspace

• Script: Apps Script automation for Sheets + Docs.
  
• Sample: On Google Form submit, script merges data to Docs template, emails PDF via Gmail API.
  

8. Zapier

• Integration: Multi-step zap.
  
• Sample: “Form response” ➔ “Generate Quote PDF” ➔ “Send via Gmail/Outlook API.”
  

9. Make (Integromat)

• Modules: Forms, Google Docs, Email.
  
• Sample: New HTTP request triggers quote generation and mail module dispatch.
  

10. DocuSign

• API: eSignature + Envelope Generation API.
  
• Sample: Automated envelope with attached quote, sent for digital client acknowledgment.
  

11. PandaDoc

• API: Document Creation Endpoint.
  
• Sample: Auto-generate and send quote using template API, track views/signatures.
  

12. Xero

• Feature: Quotes API.
  
• Sample: Create draft quote when triggered from CRM webhook, e-mail to client.
  

13. QuickBooks Online

• API: Estimate/Create endpoint.
  
• Sample: New CRM activity triggers API call to create estimate, follow with send email endpoint.
  

14. Slack

• Workflow: Custom Slackbot command via Workflow Builder.
  
• Sample: Slash command “/quote [client]” triggers backend quote process, returns PDF.
  

15. Twilio

• Feature: Programmable Messaging API.
  
• Sample: Send generated quote document to client via SMS/MMS attachment.
  

16. SendGrid

• API: Email send endpoint with attachment.
  
• Sample: Script generates quote PDF, SendGrid API dispatches to client from sales@domain.
  

17. Outlook365

• Automation: Power Automate + Send Email action.
  
• Sample: After quote doc creation, invoke Office365 “Send Email” action with quote attached.
  

18. Shopify

• App: Custom App or Flow for B2B quotes.
  
• Sample: Customer requests quote on storefront, backend app generates and emails quote.
  

19. WooCommerce

• Extension: Quotation Plugins.
  
• Sample: On cart “Request Quote,” plugin creates PDF quote and emails client.
  

20. Airtable

• Script: Scripting block composes quote record, emails PDF via SendGrid or Outlook API.
  
• Sample: On new “Quote” record, script merges data to Doc, triggers email send.
  

21. Freshdesk

• Automation: Ticket update triggers auto-generated quote via API integration with quoting tool.
  
• Sample: When ticket tag “QuoteRequest” added, generate quote and send to requester email.
  

22. Dropbox Sign

• API: Template signature request for quote approval.
  
• Sample: Deliver quote doc via API, request digital approval from client.
  

Benefits

1. Dramatically reduces turnaround time for custom quotes.

2. Eliminates manual errors and ensures up-to-date pricing.

3. Centralizes and tracks all sent quotes for follow-up reporting.

4. Enables multichannel client communication (email, SMS, portal).

5. Provides scalable, repeatable workflows supporting rapid sales growth.

6. Allows real-time monitoring and analytics on quote conversion effectiveness.