1.Detect new or updated quote entry
Integrate Zoho CRM and CRM workflows to detect qualifying quote records and to trigger downstream document creation.
Create and send contract-style quote documents to customers
Automatically monitor new or updated quote entries across Zoho CRM and PandaDoc. Create and update when approved quotes qualify and pricing tables generate, so you can send documents, update quote status, and avoid manual document preparation.
How this automation creates sent quotes with generated documents
When new or updated quote entries appear, delays can slow client delivery and increase manual follow-up. This automation filters qualifying quotes, computes discount percentages, creates and sends quote documents, and updates quote recordsβso your team can deliver faster.
Zoho CRMor swap with your favorite app
2.Filters qualifying quotes for send
Integrate Filter by Zapier and approval rule filters to continue only for approved quotes and to prevent wrong deliveries.
Filter by Zapieror swap with your favorite app
3.Maps text to pricing line items
Integrate Formatter by Zapier and data normalization tools to convert quote line text into pricing arrays.
Formatter by Zapieror swap with your favorite app
4.Calculates discount percentages
Integrate Code by Zapier and JavaScript calculation to compute discount percentages and to return pricing percentages.
Code by Zapieror swap with your favorite app
5.Creates and sends the quote document
Integrate PandaDoc and document templates to populate tokens and pricing tables, then send the document to clients.
PandaDocor swap with your favorite app
6.Updates quote as document sent
Integrate Zoho CRM and CRM field updates to mark the quote as sent by the document system and set it as primary.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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