Automated quote generation after onsite assessment

Purpose

1. The purpose of automated quote generation after onsite assessment is to streamline and automate the process by which landscape lighting designers deliver professionally formatted quotes immediately after a physical site evaluation.

2. This automation reduces manual entry, eliminates delays, automates calculations, ensures pricing consistency, enables rapid digital sharing, and accelerates the client decision cycle.

3. The entire process ensures site data, assessments, and requirements are captured onsite and seamlessly converted into a detailed quote without manual intervention.

Trigger Conditions

1. Completion of digital onsite assessment form submission.

2. New entry or update in field assessment system with project-specific data.

3. Mobile app check-in/out event at client site.

4. Status change in project management platform to “Assessment Complete”.

5. Receipt of site photos, measurements, or notes by automation system.

Platform Variants

1. Salesforce

• API: Opportunity/Quote creation via REST API; configure triggers on custom object "Onsite Assessment".
  

2. HubSpot

• Workflow: Automate quote template fill with Contact/Deal update via API or Workflow Automation.
  

3. ServiceM8

• Feature: “Forms” auto-generates Quotes when onsite assessment is marked complete.
  

4. Zapier

• Action: Automate quote PDF creation with template-filling workflow; connect form apps like Jotform.
  

5. Typeform

• Integration: Automate exporting form data post-assessment to document generator (e.g., PandaDoc API).
  

6. PandaDoc

• API: Automated document creation; merge assessed lighting solutions into dynamic templates.
  

7. Docusign

• Feature: Automated quote send-out post-assessment via API integration or PowerForms.
  

8. QuickBooks Online

• API: Automatable estimate creation endpoint; triggered by assessment status in CRM.
  

9. Microsoft Power Automate

• Flow: Automate from Microsoft Forms submission to Dynamics 365 Quote generator.
  

10. Google Workspace (Apps Script)

• Apps Script: Script automates Google Form data export, Docs template filling, and PDF email send.
  

11. Zoho CRM

• Blueprint/Workflow: Automate quote module triggered by Assessment Completed field.
  

12. Smartsheet

• Bridge: Automated workflow creation from new form row (onsite assessment) to document assembly integration.
  

13. Monday.com

• Automation: Status column “Assessment Complete” triggers DocuGen or PandaDoc automation to dispatch quote.
  

14. Airtable

• Automation: Custom script or Zap automates quote document creation from assessment table.
  

15. Xero

• API: Automated quote endpoint; connect to assessment mobile app for instant draft.
  

16. Asana

• Rule/Integration: Task completion triggers webhooks to automate document generation process.
  

17. Proposify

• API: Automate proposal document population from form/CRM data; send to client.
  

18. HelloSign

• Embedded: Automate quote send for electronic sign-off with pre-populated customer/lighting details.
  

19. FreshBooks

• API: Automate estimate creation using assessment data submitted from mobile device in the field.
  

20. Intercom

• Workflow: Assessment bot triggers quote send using connected automation tools.
  

21. Jotform

• Integration: Post-assessment, automate PDF quote with Jotform’s PDF Editor and send via routed email.
  

22. Slack

• Workflow Builder/API: Channel notification and automated document upload for internal quote review before sending.
  

23. Notion

• API: Submission database triggers external automator for quote document assembly.
  

24. Google Drive

• Script/API: Automatedly generates and stores client-specific quote PDF using assessment data.
  

Benefits

1. Automates end-to-end quoting, eliminating manual, error-prone steps.

2. Automating the process significantly reduces quote turnaround time.

3. Ensures all details captured during assessment automatically flow into the proposal.

4. Automates consistency in pricing, legal terms, and presentation across all clients.

5. Enhances customer satisfaction with fast, professional, and accurate service.

6. Increases pipeline velocity by automating follow-ups and quote life cycle tracking.

7. Enables scalable, automatable quoting as business grows and site visits increase.

8. Automated archiving provides instant quote retrieval for compliance and audit.

9. Technology-agnostic — automator can connect multiple apps, document builders, and CRMs via APIs.

10. Automating notifications to sales teams for faster client engagement post-quote delivery.