1.Catches incoming quote hook
Integrate Webhooks by Zapier and payload validation to continue only qualifying quote requests and route mapped quote fields.
Create quote, send proposal, and open project intake
Automatically catch incoming quote payloads across Webhooks by Zapier, Zapier Tables, Xero, PandaDoc, and Clockify. Create and update when quote payloads arrive, source references validate, or client emails are providedβso you can draft quotes, send proposals, and log project intake without manual follow-up.
How this automation accelerates quote to project intake
When quote payloads are incomplete or delayed, quotes stall and project intake never gets logged. This automation captures inbound requests and creates intake records, builds Xero draft quotes, and sends PandaDoc proposalsβso your team can move from request to project setup faster.
Webhooks by Zapieror swap with your favorite app
2.Creates quote intake record
Integrate Zapier Tables and spreadsheet row mapping to create a new intake row and set status to Quote created.
Zapier Tablesor swap with your favorite app
3.Finds contact and creates quote draft
Integrate Xero and quote line mapping to create a draft quote with Exclusive lines and capture the quote ID.
Xeroor swap with your favorite app
4.Creates template proposal and sends
Integrate PandaDoc and template variables to create a proposal, send it to the client email, and capture document status.
PandaDocor swap with your favorite app
5.Creates project and preset tasks
Integrate Clockify and task templates to create a project and add preset tasks for estimating, measuring, and procurement.
Clockifyor swap with your favorite app
6.Updates intake with quote and document IDs
Integrate Zapier Tables and record updates to save QuoteID and DocumentID to close the intake loop.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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