Automated quote generation and dispatch

Purpose

1.1. Automates the end-to-end process for quote generation and dispatch in machine construction sales, minimizing manual input to accelerate deal closures.
1.2. Automates information gathering, quotation calculation, document generation, approval workflows, and sending of quotes to prospects and clients via multiple channels.
1.3. Automatedly synchronizes CRM, inventory, pricing, and customer data to ensure quote accuracy and version control.
1.4. Automates audit trails and records all quote activities for compliance, reporting, and performance analytics.

Trigger Conditions

2.1. Automate when a new lead is captured through web forms, email, or phone input.
2.2. Automates on sales rep request for quote via CRM.
2.3. Automating when a customer requests pricing details via chatbot, website, or email.
2.4. Automated data updates in pricing database or inventory triggering quote recalculation and dispatch.
2.5. Automates scheduled batch quote generation for outbound marketing campaigns.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate quote creation using Salesforce CPQ API.
• Sample: Setup workflow to trigger quote document PDF generation and email dispatch via Process Builder.
3.2. HubSpot
• Feature/Setting: Workflow automation; Quotes API.
• Sample: Automate sending custom quotes via Workflow automator on deal stage change.
3.3. Zoho CRM
• Feature/Setting: Automated Quotes module; Zoho Flow integration.
• Sample: Configure Zoho Flow to generate and email a quote template automatically.
3.4. Microsoft Dynamics 365
• Feature/Setting: Automate using Power Automate; Quotes entity API.
• Sample: Trigger automated quote generation workflow on lead qualification.
3.5. Pipedrive
• Feature/Setting: Automated workflows; Smart Docs.
• Sample: Automatically generate and send a proposal PDF when deal moves to “Proposal Made.”
3.6. SAP Sales Cloud
• Feature/Setting: Quotation Management API and workflow automator.
• Sample: Automate quote assembly and push via email upon approval.
3.7. Oracle CX
• Feature/Setting: Automated Quote-to-Cash process; REST API.
• Sample: Automatedly generates and dispatches custom offers on opportunity creation.
3.8. Freshsales
• Feature/Setting: Workflow automation; Quote module API.
• Sample: Auto-send quotes when deal status is “Quote Requested.”
3.9. PandaDoc
• Feature/Setting: Quote automation; Document API.
• Sample: Trigger automated generation and e-signable quote dispatch when sales triggers fire.
3.10. DocuSign
• Feature/Setting: eSignature automation; Document Generation API.
• Sample: Sends auto-generated quote for signature on customer request.
3.11. Google Sheets
• Feature/Setting: App Script automation; Google Sheets API.
• Sample: Automate quote document assembly and email using sheets as data source.
3.12. QuickBooks Online
• Feature/Setting: Estimates API; automated invoice creation.
• Sample: Automated transition from quote to estimate and email to client.
3.13. Airtable
• Feature/Setting: Automate scripts; Airtable API.
• Sample: Generate and dispatch quote record on form entry or CRM update.
3.14. Slack
• Feature/Setting: Workflow automator; Slack API.
• Sample: Auto-notify sales team in a dedicated channel when a new quote is dispatched.
3.15. Twilio SMS
• Feature/Setting: Messaging automation; SMS API.
• Sample: Automatedly send quote links via SMS for instant customer access.
3.16. SendGrid
• Feature/Setting: Email automation; Send API.
• Sample: Automated email delivery of PDF quotes with custom templates.
3.17. Mailgun
• Feature/Setting: Transactional email automation; API.
• Sample: Automate multi-channel quote communications with tracking.
3.18. Monday.com
• Feature/Setting: Automate recipes; Quote boards.
• Sample: Trigger automated quote generation from sales pipelines.
3.19. Notion
• Feature/Setting: Database automator; API integration.
• Sample: Automatically create and dispatch quote docs from CRM-linked Notion databases.
3.20. WooCommerce
• Feature/Setting: Quote Request plugins; REST API.
• Sample: Automate quote workflow for B2B machine parts inquiries from e-commerce site.

Benefits

4.1. Automates repetitive, time-consuming quote tasks, increasing sales velocity and scalability.
4.2. Automated quote handling reduces errors, securing compliance and brand consistency.
4.3. Automating streamlines follow-up by integrating reminders and analytics into sales processes.
4.4. Accelerates response to customer inquiries, improving conversion rates with automation.
4.5. Automation allows centralized tracking, auditability, and rapid KPI reporting for sales leaders.