Automating quote generation based on selected product specs and quantities

**Purpose**

1.1. Automate the generation of quotes for wholesale natural stone orders by dynamically compiling product specs, pricing, and quantities.
1.2. Automates end-to-end quote creation to reduce manual entry, eliminate errors, and accelerate client response time.
1.3. Enables customers, sales teams, and partners to request, receive, and approve detailed automated quotations based on real-time inventory, tiered pricing, and custom requirements.
1.4. Streamlines workflow for building material exporters automating pricing complexity, itemization, and conditional discounts.

**Trigger Conditions**

2.1. Submission of quote request form on website or partner portal.
2.2. Inbound email containing product specs, quantity, or SKU list.
2.3. API call from CRM/ERP or mobile app.
2.4. Receipt of WhatsApp/SMS message with order intent and specifications.
2.5. Scheduled triggers for recurring clients or price list updates automating periodic quote refreshes.

**Platform Variants**

3.1. Salesforce
- Feature/Setting: Use "Quote-to-Cash" API and Flow Builder to automate quote generation from product catalog and opportunity details.

3.2. HubSpot
- Feature/Setting: Automate using "Quotes API" with custom pipeline triggers linked to product library and contact record.

3.3. Zoho CRM
- Feature/Setting: "Quotes" module automation via Deluge scripts and webhook triggers for quote assembly and dispatch.

3.4. Microsoft Dynamics 365
- Feature/Setting: Use Power Automate with "CreateQuote" and "GetProduct" actions within the Sales module.

3.5. Odoo
- Feature/Setting: Automated "Sales Quotation" flow using Odoo Studio and automated actions invoking pricing logic.

3.6. SAP Business One
- Feature/Setting: "Sales Quotation Service Layer API" with scheduled automation for bulk and individual requests.

3.7. QuickBooks Online
- Feature/Setting: Use "Create Estimate" endpoint via API integrations to automate templated quote creation.

3.8. Xero
- Feature/Setting: "Quotes API" to automate quote draft and approval process based on selected inventory items.

3.9. Pipedrive
- Feature/Setting: Workflow Automations and "Deals" API for auto-generating quotes linked to deal activities.

3.10. Freshsales
- Feature/Setting: Automate "Quote Generation" triggered via workflow automator on deal stage change.

3.11. Monday.com
- Feature/Setting: Automate quoting workflows with "Item creation" automations and GraphQL API for product data.

3.12. Airtable
- Feature/Setting: Automate quote documents with scripting block and "Automations" using selected SKU records.

3.13. Google Sheets
- Feature/Setting: Apps Script automation that triggers on form submission to generate PDF/Google Doc quotes.

3.14. PandaDoc
- Feature/Setting: "Quote Automation" API merges pricing tables with product selection for instant quote PDF.

3.15. DocuSign
- Feature/Setting: Automated quote template generation through "eSignature API" and quote data merge.

3.16. WooCommerce
- Feature/Setting: Automate quote requests using custom endpoints and "Request a Quote" extension triggers.

3.17. Shopify
- Feature/Setting: Custom quote app or automation webhook for selected products/volume in cart checkout.

3.18. Magento
- Feature/Setting: "B2B Quote" API and event triggers automate quote proposal from cart data.

3.19. Twilio SMS
- Feature/Setting: Use Messaging API to trigger quote automation workflow from SMS keyword with SKUs/quantity.

3.20. Slack
- Feature/Setting: Workflow Builder triggers “quote generation” with product details automator from Slack forms or slash commands.

3.21. Gmail/Outlook
- Feature/Setting: New inbound email filter or add-on triggering serverless quote generator with parsed specs.

3.22. WhatsApp Business API
- Feature/Setting: Auto-reply and quote creation automation triggered by message templates with specs and quantities.

3.23. Zapier
- Feature/Setting: Automate quote creation and delivery by chaining CRM/ERP events with quote PDF/email actions.

3.24. Make (Integromat)
- Feature/Setting: Visual automator for assembling and emailing quotes from structured product data inputs.

**Benefits**

4.1. Automates repetitive quoting, reducing manual workload and quote cycle times.
4.2. Minimizes risk of human error and ensures consistency across documents.
4.3. Accelerates order processing, enhancing buyer experience with real-time automated responses.
4.4. Improves quote tracking, follow-up, and analytics for sales optimization.
4.5. Enables scalable and automatable growth as inquiry volumes increase.