1.Detect new quote submission
Integrate ConvertCalculator and form intake tools to capture the new submission and pass it through verification for quote workflows.
Send quote for signature and record prospect details
Automatically verify submission emails across ConvertCalculator and eSignature apps. Create and update when verified emails arrive, quote PDFs generate, or SMS reminders sendβso you can standardize prospect data, generate signature-ready PDFs, and follow up without manual paperwork.
How this automation accelerates your signature delivery
When quote requests arrive with unverified emails, delays can block approvals and stall deal momentum. This automation verifies submissions, normalizes fields, updates your sheet, generates PDFs, and sends signature invites and SMS remindersβso your team can close faster.
ConvertCalculatoror swap with your favorite app
2.Verify submission email
Integrate QuickEmailVerification and email validation tools to verify email addresses and continue only for valid inputs.
QuickEmailVerificationor swap with your favorite app
3.Normalize and lookup fields
Integrate Formatter by Zapier and data formatting tools to normalize inputs and lookup standardized values for downstream steps.
Formatter by Zapieror swap with your favorite app
4.Add or update prospect row
Integrate Google Sheets and spreadsheet operations to match by email and add or update prospect details in your sheet.
Google Sheetsor swap with your favorite app
5.Generate quote PDF
Integrate Google Drive and document automation tools to find the quote template and export a PDF for signing.
Google Driveor swap with your favorite app
6.Send signature invite
Integrate SignNow and eSignature workflows to upload the PDF and send a signature invite to the mapped recipient.
SignNowor swap with your favorite app
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Add signed document note to deal record on completion
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Attach signed contract PDF to client record today
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Attach signed defect files to deal records for sales handoff
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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