1.Catches inbound quote request
Integrate Webhooks by Zapier, webhook parsing, and data mapping to receive the quote reference and recipient contact for a signing request.
Send signed quote request and update project folder
Automatically capture inbound quote send requests across Webhooks by Zapier, Xero, Microsoft SharePoint, and Microsoft Teams. Create signing requests and archive signed quotesβso you can send faster, reduce follow-up, and keep stakeholders aligned without manual reporting.
How this automation closes quotes faster and archives signed files
When inbound quote send requests arrive, delays can slow approvals and stall revenue. This automation receives quote references, retrieves the PDF from Xero, uploads the file to Microsoft SharePoint, and alerts stakeholdersβso your team can drive signatures without chasing updates.
Webhooks by Zapieror swap with your favorite app
2.Extracts quote number
Integrate Formatter by Zapier and string tools to extract the canonical quote number and map it to the quote lookup value.
Formatter by Zapieror swap with your favorite app
3.Finds quote and retrieves PDF
Integrate Xero and accounting search to find the quote by quote number and retrieve the quote PDF.
Xeroor swap with your favorite app
4.Creates folder and uploads file
Integrate Microsoft SharePoint, folder automation, and document storage to create the project folder and upload the archived quote PDF.
Microsoft SharePointor swap with your favorite app
5.POSTs PDF to e-sign provider
Integrate Webhooks by Zapier and attachment handling to send recipient info and the PDF to start the signing request.
6.Sends chat message to stakeholders
Integrate Microsoft Teams and notification routing to notify the project channel that the quote was sent and archived.
Microsoft Teamsor swap with your favorite app
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Close contracts faster with automated signature routing, record updates, and execution alerts
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