1.Captures estimate form submission
Integrate Zapier Forms and form field mapping to capture incoming submissions and map quote fields to calculated data.
Create customer estimate document and email to requester
Automatically capture estimate form submissions across Zapier Forms and route calculated quote details across Zapier Tables, Google Docs, and Gmail. Create and update when totals calculate or records changeβso you can calculate costs, generate quote documents, and email approvals without manual quoting.
How this automation sends quotes faster
When estimate form submissions arrive, delays can slow quotes and confuse requesters. This automation captures submissions, calculates totals, creates quote records and documents, and emails internal updates and requester approvalsβso your team can respond quickly.
Zapier Formsor swap with your favorite app
2.Calculates line-item costs
Integrate Formatter by Zapier and spreadsheet formulas to calculate line-item costs, totals, splits, and quote expiration dates.
Formatter by Zapieror swap with your favorite app
3.Finds or creates quote record
Integrate Zapier Tables and record lookup to update or create a quote record using customer email and calculated totals.
Zapier Tablesor swap with your favorite app
4.Creates quote document from template
Integrate Google Docs and document templating to create a quote using calculated outputs and submission fields in your folder.
Google Docsor swap with your favorite app
5.Sends internal and customer emails
Integrate Gmail and email templates to send internal alerts and customer approval messages with the quote reference.
Gmailor 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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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
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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.
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Allen Lai, Head of Customer Experience
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