1.Detects quote accepted
Integrate Quotient and notification tools to watch quote accepted events and trigger downstream invoice and onboarding work.
Create draft invoice and onboarding tasks from accepted quote
Automatically detect quote accepted events across Quotient and sales ops apps. Create and update billing drafts, send signature requests, and track invoice statusβso you can launch invoicing and onboarding without manual follow-up work.
How this automation accelerates draft invoicing and onboarding
When quote accepted, delays can hold up billing and onboarding setup for accounts. This automation finds CRM contacts, creates draft sales invoices, and sends signature requests and tracking rowsβso your team can start invoicing and onboarding immediately.
Quotientor swap with your favorite app
2.Finds or creates CRM contact
Integrate Capsule CRM, contact lookup tools, and mapping fields to match by email and create contact and organisation IDs.
Capsule CRMor swap with your favorite app
3.Creates draft sales invoice
Integrate Xero, invoice drafting workflows, and accounting data to create draft sales invoices with mapped line items and due dates.
Xeroor swap with your favorite app
4.Sends contract template for signature
Integrate Zoho Sign and contract templating tools to populate recipients and send contract requests for signature.
Zoho Signor swap with your favorite app
5.Adds invoice tracking row
Integrate Google Sheets, reporting systems, and row tracking to add quote details and invoice status for monitoring.
Google Sheetsor 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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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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