1.Detect new or updated sales order
Integrate Zoho CRM and CRM lookup tools to search related deal and account records and map order context to your proposal.
Create draft services proposal from new sales order
Automatically monitor new or updated sales orders in Zoho CRM for proposal build needs across Zoho CRM, Formatter by Zapier, Google Docs, and Email by Zapier. Create and update when sales order created, sales order updated, or order reference changesβso you can build proposal drafts, generate documents, and notify reviewers without manual quoting.
How this automation accelerates your proposal approval
When sales orders are newly created or updated, delays can stall approvals and slow down quoting. This automation looks up deal and account context, builds a templated services proposal document, and emails the reviewerβso your team can get faster sign-off.
Zoho CRMor swap with your favorite app
2.Look up billing contact by name
Integrate Zoho CRM and contact mapping tools to find the billing contact and map contact fields to signatory and billing placeholders.
3.Build conditional paragraphs and format dates
Integrate Formatter by Zapier and template logic to build conditional proposal text and format dates for your document fields.
Formatter by Zapieror swap with your favorite app
4.Create document from template
Integrate Google Docs and document templating tools to create the proposal draft, remove empty fields, and set writer sharing.
Google Docsor swap with your favorite app
5.Send reviewer notification
Integrate Email by Zapier and inbox routing tools to send the reviewer message with the document link, deal summary, and next steps.
Email by Zapieror swap with your favorite app
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Explore all quote management automations
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
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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