1.Detect new record request
Integrate Zapier Tables and table automation to start processing quote estimate requests into structured fields.
Create PDF estimate and email it to requester
Automatically monitor new quote estimate requests in Zapier Tables across Sales tools. Create and update templated PDF estimates and send emails with shareable links when new records arrive or identifiers validateβso you can accelerate approvals, reduce follow-up, and track quote status without manual reporting.
How this automation accelerates quote turnaround
When new quote estimate requests land in Zapier Tables, delays can stall deal momentum. This automation normalizes identifiers, enriches and creates records, generates a templated document, and emails a PDF estimate with a tracked linkβso your team can respond faster.
Zapier Tablesor swap with your favorite app
2.Normalizes company identifier
Integrate Formatter by Zapier and data transformation tools to normalize the submitted identifier to centralize company matching data.
Formatter by Zapieror swap with your favorite app
3.Enriches data by registry lookup
Integrate Webhooks by Zapier and enrichment data tools to fetch registry fields and output company details.
Webhooks by Zapieror swap with your favorite app
4.Finds or creates table record
Integrate Zapier Tables and record management tools to match by normalized identifier and create a new row with enrichment.
5.Sends PDF estimate email
Integrate Gmail and document export tools to email the PDF attachment, include the shareable link, and update the table record.
Gmailor 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
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
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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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