Sales & Quoting ProcessPurpose
1. Enable automated, accurate pricing quotes for anodizing services by calculating costs based on materials, surface area, and service selection.
2. Centralize quoting for sales teams and clients, reducing manual work and pricing errors.
3. Integrate client inquiries, engineering data, and historical pricing for dynamic, responsive quoting.
4. Enhance speed, consistency, and transparency in early-stage sales and quoting.
Trigger Conditions
1. Client submits RFQ (request for quote) through web form, email, or CRM.
2. Sales agent manually initiates calculation for custom project.
3. New project entry added in ERP or project management software.
4. API call received from partner or eCommerce portal.
Platform Variants
1. Salesforce
- Feature/Setting: Flow Builder; trigger on new Opportunity, configure custom quotes with Apex formula for surface area/material input.
2. HubSpot
- Feature/Setting: Workflow Automations; trigger on Deal stage, use custom fields and calculation workflows for price proposal.
3. Microsoft Power Automate
- Feature/Setting: Automated Flow; trigger on SharePoint form or Dynamics entry, run calculation in Excel Online action.
4. Zoho CRM
- Feature/Setting: Blueprint and Custom Function; execute Deluge script to calculate price when Quote module is updated.
5. Pipefy
- Feature/Setting: Automations; trigger on card moving to Quoting phase, set up formula fields to calculate based on inputs.
6. Monday.com
- Feature/Setting: Automation recipes; trigger when status changes to "Needs Pricing," use formulas and integrations for price output.
7. Airtable
- Feature/Setting: Automations + Formula fields; auto-calculate pricing when new record added with material and area fields.
8. Google Sheets
- Feature/Setting: Apps Script; configure on form submit, script calculates pricing, sends back to form owner.
9. SAP ERP
- Feature/Setting: Custom ABAP function module; run calculation logic on Sales Order creation.
10. Oracle NetSuite
- Feature/Setting: SuiteScript Automation; trigger script on Quote record creation, fetch material and surface data.
11. Freshsales
- Feature/Setting: Workflow automation; trigger when deal stage is changed, calculate using custom fields and formulas.
12. Pipedrive
- Feature/Setting: Workflow Automations; trigger on deal update, use calculation plugin to set price field.
13. Shopify
- Feature/Setting: Custom app or script; trigger when quote inquiry is submitted, auto-calculate with product and area data.
14. WooCommerce
- Feature/Setting: Custom Function hooked into Product Add-Ons; calculate on submission of custom quote form.
15. QuickBooks Online
- Feature/Setting: Workflow rule; trigger on new Estimate, API request to external calculation service for price update.
16. Xero
- Feature/Setting: API integration with quoting module; pull material, area values, trigger calculation webhook.
17. Asana
- Feature/Setting: Custom rule; on task moved to Quote status, trigger integration to fetch calculation and attach as comment.
18. Jira
- Feature/Setting: Automation rule; trigger on issue transition to Quoting, invoke webhook for price calculation API.
19. Slack
- Feature/Setting: Workflow Builder; trigger via command, user inputs specs, Slack posts calculated pricing using functions.
20. Intercom
- Feature/Setting: Custom bot workflow; trigger when conversation contains “price,” gather specs and return calculation.
21. Zapier
- Feature/Setting: Multi-step Zap; trigger on new form/CRM entry, run calculation code step, return result downstream.
22. Make (Integromat)
- Feature/Setting: Scenario trigger on form submission, execute HTTP module to external calculation, update CRM.
Benefits
1. Reduces quoting turnaround from hours to seconds.
2. Minimizes manual data entry, eliminating calculation errors.
3. Ensures standardized, auditable pricing logic company-wide.
4. Enhances customer experience with instant, accurate quotes.
5. Frees bandwidth of sales and technical staff for higher-value tasks.