Automated quote generation and sending to clients

Purpose

1.1. Automate quote generation for coal wholesale suppliers, ensuring rapid, consistent, and error-free pricing based on client specifics, order quantity, market rates, and delivery parameters.
1.2. Automate sending of the generated quote (PDF, email, SMS, or portal upload) to prospects or returning clients with personalized and professional messaging.
1.3. Automates the gathering, calculation, formatting, approval (optionally), and dispatch of quotes, reducing manual involvement and automating follow-up reminders or escalations.
1.4. Purpose includes automating compliance checks, customer data fetching, quote tracking, and integration with CRM and ERP systems for unified sales/order management.

Trigger Conditions

2.1. New quote request submitted via web form, email, call log, or CRM update.
2.2. Sales agent entry of client inquiry into CRM/ERP.
2.3. Client uploads RFQ (request for quote) document to supplier portal.
2.4. Automated trigger based on scheduled pricing update or market price fluctuation.
2.5. Automated quote follow-up enabled by lack of client response within defined time.

Platform Variants

3.1. Salesforce
• Feature: Process Builder/Flow automation; configure “Send Quote” flow triggered by Quote record creation.
• Function/API: REST API / automation flow integration.
3.2. HubSpot
• Feature: Sales Automation & Workflows; configure custom workflow with “Deal Stage: Quote Requested”.
• Function/API: CRM Engagements API.
3.3. Zoho CRM
• Feature: Blueprint automation for Quotes module; set up “On Create” trigger.
• Function/API: Zoho REST APIs for quote management.
3.4. Microsoft Power Automate
• Feature: Create flow triggered by new SharePoint entry or Dataverse record.
• Function/API: Power Automate quote generation/send connectors.
3.5. Pipedrive
• Feature: Workflow Automation; trigger on new Deal or Quote activity.
• Function/API: createQuote/createActivity endpoints.
3.6. SAP S/4HANA
• Feature: Core Data Services (CDS) view automation and Workflow Designer.
• Function/API: OData API for Sales Quote.
3.7. Oracle NetSuite
• Feature: SuiteFlow automation for Quotes module.
• Function/API: REST/SOAP endpoints for Quote creation/dispatch.
3.8. QuickBooks Online
• Feature: Automated Quotes in Sales; use “Quote Created” trigger.
• Function/API: CreateInvoice/CreateEstimate APIs.
3.9. Freshsales
• Feature: Sales Sequences; automate stages and response.
• Function/API: Quotes API - create/send.
3.10. SendGrid
• Feature: API for sending transactional emails with PDF attachment.
• Function/API: /mail/send API endpoint.
3.11. Twilio
• Feature: Programmable SMS for client notifications.
• Function/API: Messages API endpoint for automated SMS quote sending.
3.12. DocuSign
• Feature: Workflow automation for sending quotes for e-sign approval.
• Function/API: Envelopes::create API for sending documents.
3.13. PandaDoc
• Feature: Automated document generation and sending.
• Function/API: Documents API – create/send.
3.14. Google Workspace
• Feature: Apps Script automation to generate, attach, and send quotes via Gmail.
• Function/API: Drive API + Gmail API integration.
3.15. Microsoft Outlook & Office 365
• Feature: Power Automate + Word/Excel template generation and Outlook send integration.
• Function/API: Graph API – sendMail function.
3.16. Slack
• Feature: Workflow Builder; automate internal notifications for sales team.
• Function/API: chat.postMessage API.
3.17. Monday.com
• Feature: Automations triggered by status changes; send quote from item updates.
• Function/API: API v2 mutation for item and file.
3.18. Airtable
• Feature: Automations using “Quote Requested” record added; send email/API call.
• Function/API: Scripting automation + SendGrid/Airtable API.
3.19. Xero
• Feature: Automated quoting functionality.
• Function/API: Quotes API create/send endpoints.
3.20. Mailgun
• Feature: Triggered transactional email after quote generation.
• Function/API: Messages API endpoint for PDF quote attachment.
3.21. Dropbox Sign
• Feature: Automated document delivery and retention.
• Function/API: send_signature_request API endpoint.

Benefits

4.1. Automates repetitive quote creation and sending, ensuring faster client engagement and increased sales velocity.
4.2. Reduces errors by automating data population, calculation, and document formatting.
4.3. Improves client satisfaction and conversion rates by automatedly delivering professional quotes in minutes, not days.
4.4. Tracks quote status by automating follow-up reminders for clients and staff.
4.5. Seamlessly integrates with CRM and ERP platforms, automating data updates and sales forecasting.
4.6. Enables compliance by automating audit trails and regulated document dispatch.
4.7. Supports scalable growth by automating multiple quote scenarios in parallel for wholesalers.