1.Detects updated spreadsheet row
Integrate Google Sheets and spreadsheet workflows to capture submission rows and dedupe by submission ID for quote readiness.
Create and send tailored proposal spreadsheets to prospects
Automatically monitor Updated Spreadsheet Row events across Google Sheets. Get instant proposal creation when worksheet row updates, submission row changes, or submission IDs refreshβso you can create sheets, populate fields, and send emails without manual proposal prep.
How this automation accelerates your proposal delivery
When prospect rows update but proposals remain unbuilt, delays can stall deal momentum. This automation creates tailored proposal spreadsheets and sends them with share linksβso your team can respond faster to quotes.
Google Sheetsor swap with your favorite app
2.Creates spreadsheet from template
Integrate Google Sheets and template management to copy a prebuilt proposal template and create a new client-ready spreadsheet.
3.Updates spreadsheet fields
Integrate Google Sheets and data mapping tools to populate contact info, selections, and pricing fields from the submission row.
4.Finds and shares file
Integrate Google Drive and document sharing tools to locate the created spreadsheet, set view-only links, and attach support files.
Google Driveor swap with your favorite app
5.Sends proposal email
Integrate Gmail and email sending tools to send the prospect a tailored message with the view link and Drive attachments.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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