Instant customer quotation generation

Purpose

1. Automate generation and delivery of instant, accurate customer quotations for plastic resin inquiries.

2. Eliminate manual data entry and quoting delays in corporate chemical resin sales.

3. Integrate with CRM, ERP, pricing, inventory, and communication platforms for seamless sales order management automation.

4. Reduce errors, standardize automation of pricing protocols, and ensure regulatory compliance through programmable logic.

5. Support multiple input channels (web forms, email, chat, phone) for automating end-to-end quote requests.

Trigger Conditions

1. Customer submits quote request via website, email, chat, CRM, or phone.

2. Internal sales staff enters new quote request in CRM or ERP.

3. Receipt of inbound document (email, PDF, EDI) flagged as a quote request.

4. API webhook triggers upon new deal created in sales pipeline.

5. Time-based batch scheduling for periodic quotation updates.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder — automate quote creation on new lead/opportunity.
• API: REST API / /services/data/vXX.0/sobjects/Quote

2. Microsoft Dynamics 365

• Feature/Setting: Power Automate flow for quote automation upon form submission.
• API: Dynamics Web API — /api/data/v9.0/quotes

3. HubSpot

• Feature/Setting: Workflow Automation for instant quote email/send.
• API: Quotes API — /crm/v3/objects/quotes

4. SAP S/4HANA

• Feature/Setting: Automated Sales Quotation via SAP CPI integration.
• API: /API_SALES_QUOTATION_SRV

5. Zoho CRM

• Feature/Setting: Workflow Rule for automating quote record and alert.
• API: Quotes Module — /crm/v2/Quotes

6. Oracle NetSuite

• Feature/Setting: SuiteFlow automation of quoting based on customer inquiries.
• API: REST Web Services — /record/v1/estimate

7. QuickBooks

• Feature/Setting: Automatically create and email estimates via workflow.
• API: Create Estimate — /v3/company/{companyId}/estimate

8. ServiceNow

• Feature/Setting: Flow Designer triggers for automated sales quotations.
• API: /api/now/table/sc_req_item

9. Pipedrive

• Feature/Setting: Automation to send quotations on deal stage changes.
• API: /v1/deals/{id}/products

10. Twilio

• Feature/Setting: Programmable SMS for instant quote details notifications.
• API: Messages — /2010-04-01/Accounts/{AccountSid}/Messages.json

11. SendGrid

• Feature/Setting: Automated emailing of PDF quotations.
• API: Mail Send — /v3/mail/send

12. Slack

• Feature/Setting: Slackbot alert with automated quote summary.
• API: Chat.postMessage

13. Google Sheets

• Feature/Setting: Automated quoting via spreadsheet formulas and scripts.
• API: Sheets API — /v4/spreadsheets/{spreadsheetId}/values

14. Airtable

• Feature/Setting: Automator triggers for quote record and notification.
• API: /v0/{baseId}/Quotes

15. DocuSign

• Feature/Setting: Automated quote approval signature workflow.
• API: Envelopes: create/send

16. Mailgun

• Feature/Setting: Transactional email of automated customer quotations.
• API: /v3/{domain}/messages

17. Dropbox Sign

• Feature/Setting: Automated e-signature request for quote acceptance.
• API: /v3/signature_request/send

18. Monday.com

• Feature/Setting: Automation for quote status updates in sales boards.
• API: create_item, change_column_value

19. Freshdesk

• Feature/Setting: Automated quote reply on support ticket receipt.
• API: /api/v2/tickets

20. Shopify

• Feature/Setting: Automated quoting apps or custom workflow for B2B resin pricing.
• API: Admin API — /admin/api/2021-01/draft_orders.json

Benefits

1. Instantly automate the quoting lifecycle for higher conversion rates and faster sales cycles.

2. Standardize and automate pricing, ensuring accuracy and compliance.

3. Reduce administrative workload and automate customer communications.

4. Scale quoting capacity automatedly without adding headcount.

5. Improve customer experience through highly responsive automation and immediate feedback.