1.Detects new estimate form submission
Integrate Fillout Forms and form field mapping to capture client details, pricing tier, room inputs, and square footage for quoting.
Build itemized estimate sheet from client form entry
Automatically monitor estimate form submissions across Fillout Forms and Google Sheets. Create and update ready-to-send estimates when estimate form submitted, pricing tier selected, or square footage enteredβso you can format inputs, calculate prices, and move the file without manual quoting.
How this automation creates ready estimates
When estimate requests arrive without consistent structure, quotes take longer and pricing mistakes slip through. This automation formats submission fields, applies tier pricing lookups, and creates and stores an itemized estimate spreadsheetβso your team can move faster.
Fillout Formsor swap with your favorite app
2.Normalizes multi value inputs
Integrate Formatter by Zapier and data parsing to split room names, extract numeric square footage, and map values to calculation inputs.
Formatter by Zapieror swap with your favorite app
3.Looks up tier pricing multipliers
Integrate Zapier Tables and pricing reference data to find per unit rates that match the submitted pricing tier.
Zapier Tablesor swap with your favorite app
4.Creates estimate sheet and rows
Integrate Google Sheets and template spreadsheets to create a new estimate file and add itemized rows with calculated prices.
Google Sheetsor swap with your favorite app
5.Moves file to estimates folder
Integrate Google Drive and cloud storage to move the created estimate spreadsheet into your configured estimates folder.
Google Driveor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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.
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