Automatic generation and sending of quotes to prospects

Purpose

1.1 Automate the end-to-end process of generating and sending accurate, customized quotes to food machinery prospects in the wholesale sector.
1.2 Automates quote creation based on lead information, product selections, pricing rules, and inventory data.
1.3 Reduces manual workload for sales teams, eliminates errors, and speeds up response times for improved competitiveness.
1.4 Enables consistent follow-ups and data capture for CRM, automating the sales pipeline from inquiry to conversion.
1.5 Supports compliance with industry pricing rules and streamlines communication between manufacturing reps and prospects.

Trigger Conditions

2.1 New lead submission via website form (Webflow Form Submission API, Gravity Forms Webhook).
2.2 Direct email inquiry (Gmail/Outlook “New Email” trigger or API for inbound messages).
2.3 Agent entry in CRM (Salesforce “Lead Created” trigger, HubSpot “New Contact”).
2.4 Completed product configurator selection (Typeform Response Submitted, JotForm Webhook).
2.5 Scheduled batch quote generation request from ERP (SAP OData API trigger, Oracle NetSuite Scheduled Workflow).
2.6 Inbound call registration (Twilio “Call Completed” webhook).
2.7 Manual quote request entry (Airtable Form, Google Sheets “New Row”).

Platform Variants

3.1 Salesforce
• Feature/Setting: Use “Process Builder” or “Flow” automation for “Lead Created” triggers and auto-generate Opportunity with Quote. Connect Quote Line Item API for details.
3.2 Zoho CRM
• Feature/Setting: Setup Blueprint with automated quote generation on deal creation; use “Quotes API” endpoint to send PDFs.
3.3 HubSpot
• Feature/Setting: Workflow automation on contact creation; trigger “Create Quote” API and send via associated email template.
3.4 Pipedrive
• Feature/Setting: Automate on new deal; connect Quote Generator App or “Smart Docs” for automated PDF generation/sending.
3.5 Microsoft Dynamics 365
• Feature/Setting: Power Automate flow triggered on “Opportunity Created”; use Quoting Module API for automatic PDF drafts.
3.6 Oracle NetSuite
• Feature/Setting: SuiteFlow automation on order/quote form; trigger SuiteTalk SOAP/REST “Estimate” endpoint.
3.7 SAP S/4HANA
• Feature/Setting: Use Workflow Management and “Sales Quotation – Create, Update” API to automate document flows.
3.8 QuickBooks Online
• Feature/Setting: Use “Create Estimate” endpoint in API on new lead or form entry; automate email dispatch of generated quote.
3.9 Freshsales
• Feature/Setting: Auto-generate quote on new lead; employ Freshsales “Quote API”, and set up workflow for dispatch.
3.10 PandaDoc
• Feature/Setting: Document creation via API when lead info received; automate eSignature/offers sent to relevant emails.
3.11 DocuSign
• Feature/Setting: Automated generation and “Envelope Send” API; trigger flow based on CRM lead details.
3.12 Proposify
• Feature/Setting: API-driven proposal automation; “Create Proposal” endpoint used for workflows triggered by sales input.
3.13 Formstack Documents
• Feature/Setting: Automated document merge and email via Webhook URL from ERP/CRM triggers.
3.14 Google Docs + Google Apps Script
• Feature/Setting: Script automates template population and triggers share/send on “Form Response”.
3.15 Microsoft Power Automate
• Feature/Setting: Connect “Forms” or “Outlook” triggers to “Generate Document” and “Send Email” actions.
3.16 Airtable
• Feature/Setting: Airtable Automations on form submit; use scripting block to create and send quote documents.
3.17 JotForm
• Feature/Setting: Enable automatic PDF creation and email via JotForm’s PDF Editor and “Notification Email” on submit.
3.18 SendGrid
• Feature/Setting: Use “Send Email” SMTP/API call with attached quote from preceding automated document generator.
3.19 Mailgun
• Feature/Setting: Automate quote PDF as attachment through transactional “Send Email” API triggered via webhook.
3.20 Twilio SendGrid
• Feature/Setting: Automate quote email delivery post-generation using “Mail Send” API call from triggered workflow.

Benefits

4.1 Radically automates repetitive sales admin, freeing up sales teams for strategic tasks.
4.2 Automates accurate, real-time quoting based on unique lead parameters and inventory status.
4.3 Provides traceable, automated logs of quotes sent for compliance and performance analysis.
4.4 Ensures every prospect receives a quote within minutes, automating a critical conversion step.
4.5 Reduces missed sales by automating follow-up reminders and integrating seamlessly with CRMs and ERPs.
4.6 Enhances prospect experience, boosting response and closure rates by automating quoting speed and reliability.