1.Detect deal stage updates
Integrate HubSpot and CRM tools to retrieve the deal ID and associated company details for the lookup process.
Create renewal quote PDF for updated deal stages
Automatically monitor deal stage updates across HubSpot for renewal quotes. Create and update when deals hit the renewal stage, renewal stage is set, or deals advance to the renewal milestoneβso you can generate PDF quotes, save email drafts, and populate review-ready attachments without manual paperwork.
How this automation accelerates renewal quote turnaround
When deal stages change but renewal quotes stay manual, review cycles slow and revenue timing slips. This automation retrieves company and pricing, generates a PDF from your template, and creates an email draft with the attachmentβso your team can move faster.
HubSpotor swap with your favorite app
2.Lookup company pricing row
Integrate Google Sheets and spreadsheet lookups to find the matching row by company name and pull pricing and dates.
Google Sheetsor swap with your favorite app
3.Calculate and format quote price
Integrate Formatter by Zapier and reporting systems to calculate price fields and format the result for templates.
Formatter by Zapieror swap with your favorite app
4.Create document from template
Integrate Google Docs and document templating to populate fields and export the generated quote as a PDF.
Google Docsor swap with your favorite app
5.Create draft with PDF attachment
Integrate Gmail and email draft tools to create a draft addressed from sheet recipients, attach the PDF, and save to drafts.
Gmailor swap with your favorite app
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Add deposit and credit line items to deals
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Add draft quote row when deals move to Draft
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Add generated quote details and assign owner to job card
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Add installation timestamp to quotation and notify systems
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Add moved deals to quotes sheet for review
Deals moved into the incoming enquiries stage lack a central quote record, causing prep delays and missed follow-ups. Enables sales operations to prepare quotes and hand off details same day.
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Add new quotes to weekly control sheet for visibility
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Add new quote to tracker and email sales reps
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Add new quoting form submissions to quote workbook
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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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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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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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