Sales Quotation Generation & Follow-Up Reminders

Purpose

1.1. Automate generation of sales quotations for foam rubber products based on customer inquiries from varied sources.
1.2. Automates follow-up communications via email, SMS, WhatsApp, and other channels to increase conversion rates.
1.3. Automatedly centralizes all sales quotes and reminders into CRM, minimizing manual errors and lag.
1.4. Streamlines approval workflows and document delivery to customers, automatable across departments.
1.5. Automates quote tracking, sending reminders before expiration, and collecting customer feedback.

Trigger Conditions

2.1. New sales inquiry submitted via web form, email, or direct CRM entry.
2.2. Manual upload of RFQ document triggering quotation automation.
2.3. Scheduled trigger for pending or expiring quotations for automated follow-up reminders.
2.4. Automated detection of no customer response within set period.
2.5. Change in order or customer status in ERP/CRM.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate creation and email dispatch of quotes via Process Builder/Flow API.
3.2. HubSpot
• Feature/Setting: Automated quote workflow and follow-up reminders via Workflows API.
3.3. Microsoft Dynamics 365
• Feature/Setting: Automated Quote Management module, trigger follow-ups using Power Automate.
3.4. Zoho CRM
• Feature/Setting: Use Deluge Scripting and Blueprint to automate quotation and reminder flows.
3.5. Pipedrive
• Feature/Setting: Automated Quotations via Smart Docs, trigger reminders through Workflow Automation.
3.6. SAP S/4HANA
• Feature/Setting: Automate quotation creation and reminders via SAP Business Workflow API.
3.7. Odoo ERP
• Feature/Setting: Automated Sale Quotation & Email/SMS via Odoo Automation Rules.
3.8. Freshsales
• Feature/Setting: Auto-generate sales quotes & follow-ups using Workflow Automator.
3.9. QuickBooks
• Feature/Setting: Automate estimate creation and notifications via API triggers.
3.10. PandaDoc
• Feature/Setting: Automate document generation and sending using Document Automation API.
3.11. DocuSign
• Feature/Setting: Automate quote dispatch & signature reminders via DocuSign API.
3.12. Twilio SMS
• Feature/Setting: Automate sending SMS quote reminders using Programmable Messaging API.
3.13. SendGrid
• Feature/Setting: Automatedly send quotation and reminder emails via Send Email API.
3.14. Gmail API
• Feature/Setting: Automation of personalized quote/follow-up emails.
3.15. WhatsApp Business API
• Feature/Setting: Automate quotation and reminder messages to customers.
3.16. Asana
• Feature/Setting: Automate assigning follow-up tasks linked to sales quotes via Asana API.
3.17. Monday.com
• Feature/Setting: Automation of follow-up tasks and quote approval status.
3.18. Slack
• Feature/Setting: Automated alerts to sales reps on pending quotation follow-ups.
3.19. Google Sheets
• Feature/Setting: Automate logging of quotes/follow-ups via Google Sheets API.
3.20. Dropbox Sign
• Feature/Setting: Automate signed quotation document flows using Dropbox Sign API.
3.21. Intercom
• Feature/Setting: Automatedly notify sales via chat when quotes are generated or pending.
3.22. Calendly
• Feature/Setting: Automate scheduling post-quote calls with Calendly API triggers.

Benefits

4.1. Automates repetitive manual work for quotation issuance, follow-up, and documentation.
4.2. Speeds up sales cycles via real-time, automated communications.
4.3. Reduces missed opportunities with automated follow-up reminder flows.
4.4. Ensures consistency and traceability through automation logs.
4.5. Frees sales teams to focus on closing deals, not administrative tasks, by maximizing automation.