Automated proposal and quotation generation

**Purpose**

1.1. Streamline creation of personalized proposals and quotations for luxury Abarth vehicles by automating data intake, document generation, and delivery.
1.2. Minimize manual effort, reduce errors, accelerate deal cycles, and maintain brand-specific templates and pricing precision.
1.3. Integrate CRM, inventory, pricing engines, and communication for seamless customer and sales team experience.
1.4. Track proposal status, trigger reminders, log customer responses, and automate follow-up actions in the sales pipeline.

**Trigger Conditions**

2.1. New sales inquiry via website form, email, or inbound call.
2.2. Sales team adds a qualified prospect in CRM.
2.3. Customer requests specific vehicle or package information.
2.4. Pricing/stock update triggers automated re-quotation for open proposals.

**Platform Variants**

3.1. Salesforce
• API/Function: Opportunity.Created, auto-generate quote with CPQ module, deliver PDF via Email Service.
3.2. HubSpot CRM
• Feature: Workflow automation triggers quote doc creation using stored templates and contact fields.
3.3. Microsoft Dynamics 365
• API: Power Automate flow for “Create Opportunity” → “Generate Quote” → “Send Email”.
3.4. Zoho CRM
• Feature: Blueprint process auto-creates and emails proposal when deal enters quoting stage.
3.5. Pipedrive
• Webhook: Trigger “New Deal” → PDF generator module → Email integration.
3.6. DocuSign
• API: CreateEnvelope with proposal PDF, set recipient, track opens and e-sign.
3.7. PandaDoc
• API: Document.create with custom data merge, auto-send to prospect.
3.8. Google Workspace
• Docs API: Merge template doc with Google Sheets data, auto-save to Drive, Gmail API to send.
3.9. Office 365
• Power Automate: Intake via Forms, merge into Word template, send via Outlook.
3.10. Freshsales
• Workflow: New lead triggers quotation template selection and email delivery.
3.11. QuickBooks
• Estimate API: Create/sync quote, push PDF to email.
3.12. Xero
• Quotes API: Generate and deliver quotes synced to customer records.
3.13. Twilio SMS
• SMS API: Notify sales manager when new proposal generated, send SMS to customer with quote link.
3.14. SendGrid
• API: Automated delivery of PDF quotes, open tracking, retry on fail.
3.15. Dropbox
• API: Auto-upload generated proposal in client-specific folders.
3.16. Slack
• Webhook: Notify internal sales channel of quote creation, post proposal link.
3.17. Notion
• API: Log proposals as database entries, trigger further automation.
3.18. Monday.com
• Automation: Proposal status changes auto-update project board and alerts.
3.19. Calendly
• API: Include scheduling link in proposal for demo/test drive bookings.
3.20. Stripe
• PaymentLink API: Append payment link in accepted proposal emails for deposit.
3.21. Adobe Sign
• API: Send for e-sign, return completed doc to CRM and customer.
3.22. Airslate
• Workflow: Document gen, approval routing, and delivery setup for sales team.
3.23. Typeform
• API: Intake form to capture requirements, data flows to CRM and kicks off proposal generation.

**Benefits**

4.1. Faster proposal turnaround for Abarth prospects increases closure rates.
4.2. Consistent branding and legal compliance in every document.
4.3. Real-time tracking enhances team efficiency and visibility.
4.4. Reduces manual errors, saves labor, and improves luxury customer experience.
4.5. Enables multi-channel communication—email, SMS, e-sign, and CRM sync—for high-touch sales.