1.Parses and summarizes submissions
Integrate AI by Zapier and analytics tools to extract billing address fields and summarize project descriptions to draft estimate and contract text.
Create estimate and contract from new project request
Automatically parse and summarize project submissions across AI by Zapier, QuickBooks Online, and Google Drive. Create and update when form submission created, billing details captured, or project descriptions summarizedβso you can create pending estimates, generate templated contracts, and notify the team without manual data entry.
How this automation accelerates your quoting
When project requests arrive as new form submissions, delays can block accurate estimates and contracts. This automation parses request details and creates estimates and contract documentsβso your team can quote faster without chasing information across apps.
AI by Zapieror swap with your favorite app
2.Creates customer and estimate
Integrate QuickBooks Online and accounting tools to find or create a customer and create a Pending estimate from project details to enable review.
QuickBooks Onlineor swap with your favorite app
3.Finds or creates contact
Integrate Google Contacts and address book tools to match by phone or email and set name fields to link contact records to the customer.
Google Contactsor swap with your favorite app
4.Creates customer job folder
Integrate Google Drive and file organization tools to create a per customer job folder and return the folder id to place documents for delivery.
Google Driveor swap with your favorite app
5.Creates contract document
Integrate Google Docs and template systems to create a contract document from a template and map fields to place the contract in the job folder.
Google Docsor swap with your favorite app
6.Notifies team by SMS
Integrate Twilio and messaging tools to send an SMS with the job folder link and customer name to alert stakeholders instantly.
Twilioor swap with your favorite app
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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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