1.Detect new submission
Integrate GoCanvas, intake tools, and submission routing to detect new quote package submissions.
Create estimate package and draft client proposal email
Automatically monitor new GoCanvas submissions across Google Drive, Google Sheets, and Front. Create and update when new submissions arrive, estimate titles submitted, or submitted PDFs uploadedβso you can build estimate folders, generate budget workbooks, and draft proposal emails without manual file copying.
How this automation assembles your estimate package
When new submissions arrive in GoCanvas, delays can stall quoting and slow client approvals. This automation creates folders, uploads PDFs, builds budget workbooks, and drafts a client emailβso your team can share complete estimates faster.
GoCanvasor swap with your favorite app
2.Create estimate folder
Integrate Google Drive, document storage, and file organization to create a new folder per submission.
Google Driveor swap with your favorite app
3.Upload and rename PDF
Integrate Google Drive, PDF storage, and file naming rules to upload the submitted PDF into the new folder.
4.Create budget workbook
Integrate Google Sheets, budget templates, and worksheet structures to create a budget spreadsheet from the approved template.
Google Sheetsor swap with your favorite app
5.Append budget line items
Integrate Google Sheets, cost code mapping, and row appending to add categorized budget rows per category.
6.Move spreadsheet into folder
Integrate Google Drive, document management, and folder organization to colocate the workbook with the PDF.
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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
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.
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