1.Detects new quote workbook file
Integrate Google Drive and cloud storage tools to watch your configured quote folder to trigger proposal generation.
Create proposal PDF from quote workbook and email
Automatically monitor new quote workbook files across Google Drive and Google Sheets. Create and deliver branded PDF proposals by extracting scope and cost, generating a Google Docs document, and emailing it via Microsoft Outlookβso you can avoid manual quoting and reformatting.
How this automation accelerates your quote proposal delivery
When new quote workbooks arrive, delays can slow deal cycles and create avoidable back-and-forth. This automation extracts scope and cost, formats them into a proposal document, exports a PDF, and emails itβso your team can deliver proposals fast.
Google Driveor swap with your favorite app
2.Looks up worksheets and rows
Integrate Google Sheets and spreadsheet tools to find matching worksheets and pull scope and cost rows.
Google Sheetsor swap with your favorite app
3.Cleans and formats scope lines
Integrate Code by Zapier or Formatter by Zapier and data formatting tools to replace separators and join scope lines.
Code by Zapieror swap with your favorite app
4.Creates proposal document from template
Integrate Google Docs and document templates to create the proposal, fill placeholders, and export as a PDF.
Google Docsor swap with your favorite app
5.Sends email with attached proposal PDF
Integrate Microsoft Outlook and email delivery tools to send the client email with the generated PDF attached.
Microsoft Outlookor 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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