1.Monitors new quote form entries
Integrate Cognito Forms and form capture tools to detect new quick-quote submissions and start proposal generation.
Create life quote, proposal, and lead record for new prospects
Automatically monitor new form entries across Cognito Forms. Create and update when quote requests are submitted across Webhooks by Zapier, Formatter by Zapier, Google Sheets, PandaDoc, and Gmail so you can extract premiums, generate proposals, and notify agents without manual quoting.
How this automation creates ready-to-send proposals
When new quick quote form entries come in, delays can slow sales follow-up and miss quote opportunities. This automation posts quote requests, extracts premium values, creates a spreadsheet and proposal, and emails the assigned agentβso your team can respond faster.
Cognito Formsor swap with your favorite app
2.Posts quote request to pricing engine
Integrate Webhooks by Zapier and pricing services to post quote request fields and fetch premium calculations.
Webhooks by Zapieror swap with your favorite app
3.Extracts premium values from response
Integrate Formatter by Zapier and data formatting tools to extract numeric premium values and normalize them for insertion.
Formatter by Zapieror swap with your favorite app
4.Creates a proposal spreadsheet
Integrate Google Sheets and spreadsheet templates to create a new spreadsheet from your proposal template and populate client fields.
Google Sheetsor swap with your favorite app
5.Populates pricing and tracking row
Integrate Google Sheets and spreadsheet rows to fill a data row with extracted premiums and submission metadata.
6.Creates and populates proposal document
Integrate PandaDoc and proposal templates to generate a proposal with recipient details and a pricing table.
PandaDocor 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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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