Automated creation and sending of quotations based on templates

Purpose

1. Automate the creation, customization, and sending of quotations in foreign trade consulting, minimizing manual effort and human error.

2. Automates proposal generation using data inputs (client info, trade specs, T&Cs) and pre-approved templates for global compliance.

3. Enables consultants to automate responding to inquiry triggers, reducing turnaround and automating follow-up workflows for enhanced client engagement.

4. Serves as a key automation for consistently formatted, professional quotation delivery that supports scaling and compliance in international trade processes.

Trigger Conditions

1. New client inquiry via web form, email, or chat triggers automated quote generation.

2. Completion of internal approval automates sending quotation to prospect.

3. Specific CRM status changes (e.g., “Qualified Lead” or “Quotation Requested”) act as an automator trigger.

4. Receipt of trade document or product configuration auto-initiates proposal automation.

5. Time-based triggers (e.g., follow-up reminders if quote unsent after X hours).

Platform Variants

1. Salesforce

• Feature/Setting: Use Flow Builder to automate quote document generation (Quote object) and send via Salesforce Email Alerts.
  
• API: /services/data/vXX.X/sobjects/Quote
  

2. HubSpot

• Feature/Setting: Automate quote creation using Quotes tool and workflows for automated email delivery.
  
• API: /crm/v3/objects/quotes
  

3. Zoho CRM

• Feature/Setting: Blueprints automate quote creation and Zoho Mail integration for automated sending.
  
• API: /crm/v2/Quotes
  

4. Microsoft Dynamics 365

• Feature/Setting: Automated quoting via Power Automate when Opportunity reaches “Quoting” stage.
  
• API: /api/data/v9.1/quotes
  

5. Pipedrive

• Feature/Setting: Automated workflow to generate document from Deal and send via Smart Docs or integrated email.
  
• API: /v1/deals/{id}/documents
  

6. Freshsales

• Feature/Setting: Workflow automation to generate and email sales quotes from Deal pipeline triggers.
  
• API: /crm/sales/api/quotes
  

7. Monday.com

• Feature/Setting: Automate via board automations for template-based quote docs and automated email items.
  
• API: /v2 (GraphQL) for item triggers and file uploads
  

8. PandaDoc

• Feature/Setting: Automated document creation from CRM input and send using Document Sent trigger.
  
• API: /public/v1/documents
  

9. DocuSign

• Feature/Setting: Automation via Templates and Envelopes for sending signed quotations.
  
• API: /restapi/v2.1/accounts/{accountId}/envelopes
  

10. QuickBooks

• Feature/Setting: Automates quote/invoice generation and automated mailing using Workflows.
  
• API: /v3/company/{company_id}/estimate
  

11. Xero

• Feature/Setting: Automated quoting via WorkflowMax integration and email quote automation.
  
• API: /api.xro/2.0/Quotes
  

12. Google Sheets

• Feature/Setting: Apps Script triggers automate creation of quote PDFs from templates, automating Gmail send.
  
• API: Spreadsheet and MailApp services
  

13. Airtable

• Feature/Setting: Automation for generating and sending quotes from record changes using Automations and SendGrid.
  
• API: /v0/{baseId}/{tableName}
  

14. SendGrid

• Feature/Setting: Automate email delivery of generated quote documents.
  
• API: /v3/mail/send
  

15. Gmail

• Feature/Setting: Use triggers from form response to automate draft and auto-send with attachments.
  
• API: /gmail/v1/users/me/messages/send
  

16. Outlook (Microsoft Graph API)

• Feature/Setting: Automates quote sending with templated emails and attachments.
  
• API: /v1.0/me/sendMail
  

17. Slack

• Feature/Setting: Automate notification to sales channel upon quotation creation.
  
• API: /api/chat.postMessage
  

18. Trello

• Feature/Setting: Card action triggers automator to create and send quote on card movement.
  
• API: /1/cards/{id}/attachments
  

19. Notion

• Feature/Setting: Automate creation of quote document in database and notify relevant user via automated comments.
  
• API: /v1/pages
  

20. Dropbox

• Feature/Setting: Automate saving generated quotation PDFs to shared team folder, with notifications.
  
• API: /2/files/upload
  

21. Stripe

• Feature/Setting: Automatically creates and emails quotes for international trade payments.
  
• API: /v1/quotes
  

22. SAP Business One

• Feature/Setting: Automate quotation document from sales cycle stage and automate delivery to customer.
  
• API: /b1s/v1/Quotations
  

23. Odoo

• Feature/Setting: Automated Quotation generation with Sales module triggers, automatedly sent via email.
  
• API: /api/sale.order
  

24. Mailchimp

• Feature/Setting: Automates batch sending of promotional or follow-up quote notifications.
  
• API: /3.0/messages/send
  

Benefits

1. Automating repetitive quoting tasks increases consultant capacity and overall operational scalability.

2. Automated document control supports quote consistency and regulatory compliance in international contexts.

3. Automation reduces quotation turnaround, automates follow-up, and boosts conversion rates for trade clients.

4. Enables error-free quote templates and automates multi-lingual, multi-currency document generation.

5. Automatedly logs activity for complete audit trail and smoother client management.