1.Detect updated spreadsheet row
Integrate Google Sheets and reporting tools to detect updated spreadsheet rows to trigger proposal generation from new quote inputs.
Create and email roof quote document to prospect
Automatically monitor updated spreadsheet rows across Google Sheets, Google Drive, and Gmail. Create and update when roof quote rows update, offer numbers change, or roof types matchβso you can create folders, generate proposal PDFs, and send emails without manual follow-up.
How this automation accelerates your quote follow-up
When updated quote rows need review and document creation, delays can stall outreach. This automation monitors updated spreadsheet rows, creates a Drive folder, generates a PDF proposal, sends an email, and logs the activityβso your team can follow up faster.
Google Sheetsor swap with your favorite app
2.Stops non matching roof types
Integrate Filter by Zapier and workflow rules to continue only for qualifying rows where roof type matches your configured value.
Filter by Zapieror swap with your favorite app
3.Creates offer folder and files
Integrate Google Drive and file organization to create a folder, map offer number to the folder title, and store generated files.
Google Driveor swap with your favorite app
4.Creates doc from template and exports PDF
Integrate Google Docs and document templating to create a document from your template and export a PDF copy.
Google Docsor swap with your favorite app
5.Sends prospect email with PDF
Integrate Gmail and email delivery to send the message, attach the exported PDF, and BCC the configured sales mailbox.
Gmailor swap with your favorite app
6.Logs quote details to worksheet
Integrate Google Sheets and analytics tracking to add a logging row for created date, offer reference, roof type, and recipient email.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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.
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