1.Monitor new quote entries
Integrate Cognito Forms and form capture tools to watch for new entries and trigger proposal creation.
Create proposal record from new quote form submission
Automatically monitor new entry quote submissions across Cognito Forms, Formatter by Zapier, Microsoft Excel, and Podio. Create and update when quote submissions arrive, tiered pricing needs calculation, or lead lookups completeβso you can normalize line items, calculate fees, and create proposal records without manual data entry.
How this automation creates ready proposals faster
When new quote form entries arrive, pricing math and proposal setup can stall reps at the worst time. This automation normalizes inputs and calculates fees and updates Podio recordsβso your team can deliver complete proposals quickly.
Cognito Formsor swap with your favorite app
2.Normalizes line items and numbers
Integrate Formatter by Zapier and data transformation tools to convert incoming line items and discounts into numeric inputs.
Formatter by Zapieror swap with your favorite app
3.Performs tiered-rate lookups
Integrate Microsoft Excel and lookup tables to return per-unit rates and tier multipliers for fee calculations.
Microsoft Excelor swap with your favorite app
4.Calculates fee totals
Integrate Formatter by Zapier and calculation tools to compute monthly, one-time, and training fees as numeric outputs.
5.Searches for existing leads
Integrate Podio and CRM lookup tools to search by legal name and retrieve the lead item id for linkage.
Podioor swap with your favorite app
6.Creates proposal item in Podio
Integrate Podio and proposal record tools to create a proposal with mapped fields, fee values, and lead reference.
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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!)
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David Laderberg, VP of Sales
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