Automatic generation of sales quotations and proposals

Purpose

1. Automate the generation and delivery of accurate, personalized sales quotations and proposals for Daihatsu vehicles, integrating data from CRM, pricing tools, inventory, and digital signature systems, reducing manual effort, errors, and response time.

2. Automate the updating of customer records and deal pipelines with sent quotations.

3. Enable sales representatives to automatically trigger proposal creation via multiple channels (email, CRM, website, chatbots).

Trigger Conditions

1. New lead entry in CRM system or dealer management system.

2. Customer inquiry received via website form, email, or live chat.

3. Sales representative requests quote for specific model/configuration.

4. Inventory or pricing update triggers re-generation of proposal for ongoing deals.

5. Follow-up deadline or dealer policy-based scheduled automation.

Platform Variants

1. Salesforce

• Feature: Process Builder or Flow to automate creation of Quotation records.
  
• API: POST /services/data/vXX.X/sobjects/Quote with customer and vehicle data.
  

2. Microsoft Dynamics 365

• Feature: Power Automate flows for automatic quotation generation from Opportunities.
  
• API: /api/data/v9.1/quotes (create new quotes automatically).
  

3. HubSpot

• Feature: Workflow automation to generate and email quotes via Quotes Tool.
  
• API: POST /crm/v3/objects/quotes.
  

4. Zoho CRM

• Feature: Blueprint automation to create Quote modules upon deal stage entry.
  
• API: POST /crm/v2/Quotes.
  

5. Pipedrive

• Feature: Deal automations triggering external document generator for quotes.
  
• API: POST /deals/{id}/documents.
  

6. SAP ERP

• Feature: SAP Business Workflow for auto-creation of Sales Quotations (VA21).
  
• API: BAPI_QUOTATION_CREATEFROMDATA2.
  

7. Freshsales

• Feature: Workflow-automated quote creation on lead qualification.
  
• API: POST /quotes (REST API).
  

8. QuickBooks Online

• Feature: Automate estimate creation for new customer requests.
  
• API: POST /v3/company/{companyId}/estimate.
  

9. PandaDoc

• Feature: Document automation for proposal generation from templates.
  
• API: POST /documents (auto-fill with CRM data).
  

10. DocuSign

• Feature: Automated delivery and e-signature collection for proposals.
  
• API: POST /v2.1/accounts/{accountId}/envelopes.
  

11. Google Docs + Google Apps Script

• Feature: Automated template population and sharing to emails.
  
• API: Apps Script - DocumentApp, MailApp services.
  

12. Adobe Sign

• Feature: Automation connecting CRM input to proposal e-sign workflow.
  
• API: POST /agreements to create/send quotes for signature.
  

13. Slack

• Feature: Notification & approval automation for generated quotes.
  
• API: POST /chat.postMessage (send quote file link to sales channel).
  

14. Trello

• Feature: Automated card creation when quote is generated for tracking approvals.
  
• API: POST /1/cards.
  

15. Monday.com

• Feature: Automated item creation in a board when proposal is generated.
  
• API: POST /v2/items (GraphQL).
  

16. Xero

• Feature: Automated quote draft creation upon new lead.
  
• API: POST /api.xro/2.0/Quotes.
  

17. Mailchimp

• Feature: Automated proposal email campaign send-out post creation.
  
• API: POST /3.0/messages/send
  

18. Intercom

• Feature: Trigger automated quote messages or document deliveries in chat.
  
• API: POST /messages.
  

19. Zendesk Sell

• Feature: Workflow automation to attach generated quotation to deal.
  
• API: POST /api/v2/deals/{deal_id}/notes.
  

20. Airtable

• Feature: Automation actions to populate and track quotes from CRM data.
  
• API: POST /v0/{baseId}/{tableName}.
  

Benefits

1. Automates repetitive sales quoting and proposal tasks, saving time and cost.

2. Improves quote accuracy by automatedly pulling latest pricing and inventory.

3. Enables faster customer response and quote turnaround via automation.

4. Supports multi-channel automation: CRM, chat, email, and internal notifications.

5. Reduces human errors and standardizes sales process through workflow automators.

6. Enhances customer experience by automating personalized quotes.

7. Allows real-time tracking and reporting of automated sales activities.

8. Facilitates regulatory compliance by using pre-approved templates automatedly.

9. Allows for scale—more quotations generated in parallel via automation.

10. Automates follow-up reminders and deal status updates post-quotation.