1.Detect new or updated quotes
Integrate Zoho CRM and CRM quote workflows to trigger on new or updated quote entries.
Create and send commercial quote documents to customers
Automatically monitor Zoho CRM quote approvals across Zoho CRM and PandaDoc. Create and send commercial quote documents when quotes are approved, pricing fields are configured, or quote ownership matchesβso you can format line items, calculate discounts, and update CRM sent status without manual paperwork.
How this automation sends quotes faster
When approved quotes need human review, delays can stall customer delivery and increase admin work. This automation filters approved quotes, formats and computes pricing fields, creates and sends PandaDoc documents, and updates Zoho CRM so your team can send commercial quotes without chasing statuses.
Zoho CRMor swap with your favorite app
2.Continue only for approved quotes
Integrate Filter by Zapier and workflow conditions to allow only qualifying approved quotes into the run.
Filter by Zapieror swap with your favorite app
3.Parse line items and pricing
Integrate Formatter by Zapier and data extraction tools to parse line-item text into pricing fields.
Formatter by Zapieror swap with your favorite app
4.Calculate discount percentages
Integrate Code by Zapier and calculation logic to compute per-line discount percentages for the document.
Code by Zapieror swap with your favorite app
5.Create and send quote document
Integrate PandaDoc and document templates to create and send branded quote documents to recipients.
PandaDocor swap with your favorite app
6.Update quote as sent
Integrate Zoho CRM and CRM updates to mark the quote as sent and store document details.
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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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