1.Detect updated estimate record
Integrate Zapier Tables and database triggers to watch estimate records to trigger contract document creation.
Create contract and SOW from accepted estimate for client
Automatically monitor updated estimate records across Zapier Tables and project files in Google Drive. Create and update SOWs and accounting records when estimates are marked accepted, contract templates change, or accepted dates appearβso you can generate documents, store PDFs, and update status without manual contracting admin.
How this automation creates contract documents from accepted estimates
When an estimate gets accepted but folders and accounting are not updated, documents get delayed and status stays inconsistent. This automation finds the estimate file, populates SOW and MSA templates, exports PDFs to Dropbox, and updates QuickBooks Online and Zapier Tablesβso your team can finalize delivery faster.
Zapier Tablesor swap with your favorite app
2.Find estimate spreadsheet file
Integrate Google Drive and project search to find the matching estimate calculation file by estimate reference.
Google Driveor swap with your favorite app
3.Lookup rows for template fields
Integrate Google Sheets and spreadsheet parsing to read configured worksheet rows for SOW and MSA placeholders.
Google Sheetsor swap with your favorite app
4.Clean identifiers and format date
Integrate Code by Zapier and data formatting to normalize company and project names and format todayβs date.
Code by Zapieror swap with your favorite app
5.Create SOW and MSA from templates
Integrate Google Docs and document templating to create contract documents and set titles with cleaned names.
Google Docsor swap with your favorite app
6.Publish PDFs and update accounting
Integrate Dropbox and QuickBooks Online to export PDFs, upload to client folders, and update accepted date and links.
Dropboxor swap with your favorite app
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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