Sales & Order ProcessingPurpose
1.2. Ensure uniform pricing, inclusion of add-ons, warranty, and shipping details in every quote.
1.3. Accelerate response time to improve customer experience and sales conversion.
1.4. Automatically deliver quotations by the customer’s preferred method (email, SMS, WhatsApp, etc.), and log the interaction in CRM and reporting systems.
Trigger Conditions
2.2. Sales rep enters request details into POS or CRM.
2.3. API receives webhook for a new lead or quote request.
2.4. Inbound message detected by messaging platform integration.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder/Flow, "Create Record" and "Send Email Quick Action" to auto-generate and send quotes.
3.2. HubSpot
• Feature/Setting: Workflow Automation, "Create Quote" action set with customer provided details and quote template.
3.3. Microsoft Power Automate
• Feature/Setting: Trigger “When a new form is submitted” → “Populate Word template” → “Send email via Outlook.”
3.4. Google Workspace (Sheets/Docs/Gmail)
• Feature/Setting: Apps Script; upon Google Form submission, auto-fill DOC with script, export PDF, send via Gmail API.
3.5. Zendesk Sell
• Feature/Setting: Triggers for ticket creation, “Send Quote” macro configures and dispatches document.
3.6. Zoho CRM
• Feature/Setting: Workflow Rule, “Create Quote” and “Send Mail Alert” with preformatted template.
3.7. Freshsales
• Feature/Setting: Sales Sequence trigger, “Auto-generate quote” module, email-push on event.
3.8. Twilio SMS
• Feature/Setting: Incoming SMS webhook triggers quote generator script, uses Programmable Messaging to deliver PDF URL.
3.9. SendGrid
• Feature/Setting: API call to Send Single Email with file attachment; transactional template for quote body.
3.10. WhatsApp Business API
• Feature/Setting: Message template with link to dynamic quote PDF generated via API call.
3.11. DocuSign
• Feature/Setting: Envelope Creation via API; automate document fields population and send for review/signature.
3.12. PandaDoc
• Feature/Setting: API to auto-create document with quote data, embed e-signature, and send to client email.
3.13. Xero
• Feature/Setting: Quotes API endpoint, populate with lead record, auto-dispatch via email.
3.14. QuickBooks
• Feature/Setting: Create Estimate via API call after lead capture, auto-email upon creation.
3.15. Shopify
• Feature/Setting: App-triggered Shopify Order Draft API; custom notification app for quote PDF.
3.16. WooCommerce
• Feature/Setting: REST API to create/order quote draft, custom plugin triggers customer email dispatch.
3.17. Pipedrive
• Feature/Setting: Automation Workflow, “Deal Stage Change” triggers quote document generation and send.
3.18. Monday.com
• Feature/Setting: Custom automation, “When status is Quote Needed, generate quote Doc, send via email integration.”
3.19. Slack
• Feature/Setting: Incoming message event; Slackbot posts quote options, invokes script to deliver via DM.
3.20. Mailgun
• Feature/Setting: HTTP API, sendMessage endpoint with PDF quote as attachment, customized email body.
3.21. Airtable
• Feature/Setting: Automation trigger on new entry, script block merges data, email sent using Airtable automations.
3.22. Intercom
• Feature/Setting: Custom bot reply, API call to generate quote, sends attachment or link in chat.
3.23. SAP Business One
• Feature/Setting: Sales Quotation API, auto-push to email/contact stored upon trigger.
3.24. Microsoft Dynamics 365
• Feature/Setting: Power Automate triggers, “Create and Deliver Quotation” for new opportunities.
Benefits
4.2. Enables multi-channel, instantaneous customer responses.
4.3. Increases sales conversion through quick, consistent communication.
4.4. Integrated tracking for full visibility of quotation status in CRM.
4.5. Scalable for marketing campaigns and seasonal promotions across communication channels.