1.Detect new record
Integrate Zapier Tables and data normalization tools to parse incoming record fields and map them to quote variables.
Create PDF quote from new records and save to CRM
Automatically detect new quote records across Zapier Tables and central quote storage in Google Drive. Create and update when PDFs are generated, uploaded, and linked backβso you can advance deals, update statuses, and share files without manual quoting paperwork.
How this automation accelerates quote follow-up
When new quote records arrive, delays can stall follow-up and quoting workflows. This automation parses quote data, creates PDF files, uploads them, and updates your CRM recordsβso your team can share ready quotes quickly.
Zapier Tablesor swap with your favorite app
2.Parse quote data and choose template
Integrate Code by Zapier, data normalization tools, and templating logic to normalize dates and currency and select the right template id.
Code by Zapieror swap with your favorite app
3.Create document from template and export
Integrate Google Docs and document templates to fill placeholders and export a shareable PDF for the quote.
Google Docsor swap with your favorite app
4.Upload PDF and return file link
Integrate Google Drive and file storage folders to upload the PDF and return a stable file link for sharing.
Google Driveor swap with your favorite app
5.Update record with PDF link and status
Integrate Zapier Tables and CRM record updates to write the PDF link to the file field and mark the quote ready.
6.Update deal fields with quote PDF
Integrate ActiveCampaign and deal tracking tools to map quote number and PDF link to associated deal fields.
ActiveCampaignor 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
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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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