Sales & Quoting ProcessPurpose
1.2. Seamlessly convert accepted quotes into work orders, linking sales and operations.
1.3. Reduce manual intervention, accelerate sales cycle, and enhance customer satisfaction.
1.4. Trigger downstream communication for scheduling, logistics, and invoicing automatically.
1.5. Maintain accurate records for compliance and traceability in surface treatment.
Trigger Conditions
2.2. Receipt of electronic signature on the sales document.
2.3. Status of CRM opportunity changes to "Closed-Won."
2.4. Trigger via inbound API from e-signature service confirmation.
2.5. Manual status update by sales representative in CRM or ERP system.
Platform Variants
• Feature/Setting: Process Builder or Flow, trigger on Opportunity Stage Change (API: PATCH /services/data/vXX.0/sobjects/Opportunity/{Id}).
3.2. HubSpot
• Feature/Setting: Workflow automation on Deal Stage "Won" (API: PATCH /crm/v3/objects/deals/{dealId}).
3.3. Zoho CRM
• Feature/Setting: Blueprint transition or Workflow Rule (API: PUT /crm/v2/Deals/{deal_id}).
3.4. Pipedrive
• Feature/Setting: Webhook on Deal stage change (API: PUT /deals/{id}).
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate “When record is updated” trigger on Opportunity entity (API: PATCH /api/data/v9.1/opportunities({opportunityid})).
3.6. SAP Sales Cloud
• Feature/Setting: Workflow Rule for Lead/Opportunity won, OData API for Opportunity Processing.
3.7. Freshsales
• Feature/Setting: Automation Rule on Deal won (API: PUT /api/deals/{id}).
3.8. Copper CRM
• Feature/Setting: Zapier/Native Automation when Opportunity status is set to Won (API: PUT /v1/opportunities/{id}).
3.9. monday.com
• Feature/Setting: Automation on status column change; use Webhook (API: POST /v2/ for board updates).
3.10. Slack
• Feature/Setting: Send message to channel/user (API: chat.postMessage), on trigger from CRM.
3.11. Gmail
• Feature/Setting: Auto-send templated email (API: users.messages.send) to sales or client.
3.12. SendGrid
• Feature/Setting: Trigger transactional email on client acceptance (API: POST /mail/send).
3.13. Twilio SMS
• Feature/Setting: Send SMS notification to client and sales ops (API: POST /2010-04-01/Accounts/{AccountSid}/Messages).
3.14. DocuSign
• Feature/Setting: Webhook (Connect) on Envelope Completed event for e-sign acceptance (API: GET /envelopes/{envelopeId}).
3.15. PandaDoc
• Feature/Setting: Document status callback (API: GET /documents/{document_id}), trigger on “Completed.”
3.16. QuickBooks Online
• Feature/Setting: Create sales order automatically (API: POST /v3/company/{companyId}/salesreceipt).
3.17. Xero
• Feature/Setting: Create invoice/order on deal acceptance (API: POST /api.xro/2.0/Invoices).
3.18. Asana
• Feature/Setting: Auto-create fulfillment task on trigger (API: POST /tasks).
3.19. Trello
• Feature/Setting: Create card in “Orders” board (API: POST /1/cards).
3.20. Google Sheets
• Feature/Setting: Append order details for tracking (API: append to spreadsheet, Sheets API v4: spreadsheets.values.append).
3.21. Notion
• Feature/Setting: New database entry on acceptance (API: POST /v1/pages).
3.22. Jira
• Feature/Setting: Create new issue/task in production project (API: POST /rest/api/3/issue).
3.23. SAP ERP
• Feature/Setting: IDoc, BAPI, or OData to create Sales Order upon trigger.
3.24. Oracle NetSuite
• Feature/Setting: Restlet/API call to create Sales Order (API: POST /rest/record/v1/salesOrder).
Benefits
4.2. Increases client satisfaction with immediate feedback and engagement.
4.3. Links sales success directly to operations for faster execution and lower error rates.
4.4. Provides audit-ready tracking for compliance in specialized surface treatment services.
4.5. Frees up sales and admin staff to focus on high-value activities instead of repetitive tasks.