1.Captures new form response
Integrate Google Forms and submission processing to capture pricing fields to prepare for matching pricing rows.
Create customer price estimate document from form responses
Automatically monitor new form responses across Google Forms and build estimates in Google Docs. Convert pricing submissions when matches are found, totals are calculated, or currency is formattedβso you can create documents, review pricing gaps, and send ready quotes without manual paperwork.
How this automation creates customer estimate documents
When new form responses arrive, quote details can stall and customers wait for pricing. This automation finds matching pricing rows, calculates and formats totals, and creates estimate documentsβso your team can ship quotes faster without manual rebuilds.
Google Formsor swap with your favorite app
2.Finds matching pricing record
Integrate Zapier Tables and data lookup tools to find the pricing row that matches measurements and size keys.
Zapier Tablesor swap with your favorite app
3.Calculate price and totals
Integrate Formatter by Zapier and calculation tools to compute base price, markup, fixed fee, tax, and discounts.
Formatter by Zapieror swap with your favorite app
4.Formats totals into currency
Integrate Formatter by Zapier and formatting tools to convert calculated totals into a local currency string.
5.Creates estimate from template
Integrate Google Docs and document templates to generate an estimate document and map placeholders to totals.
Google Docsor 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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Step 1
Connect your tools
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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
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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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