1.Monitors new Case creation
Integrate Salesforce to detect new Case records and start proposal document generation for your quoting workflow.
Generate and attach proposal document to sales case
Automatically monitor Salesforce new cases across proposal workflows. Create proposal documents and update Case links when proposal cases created or contact details complete or valid until dates setβso you can automate sheet logging, generate docs, and close cases without manual proposal paperwork.
How this automation accelerates proposal delivery
When proposal cases are created, delays can stall quoting and decision-making. This automation finds related records and logs request rows, then generates the proposal and updates the Salesforce Case linkβso your team can move faster.
Salesforceor swap with your favorite app
2.Finds related case records
Integrate Salesforce and sales record lookups to fetch related account, contact, and proposal manager data for mapping.
3.Normalizes proposal dates
Integrate Formatter by Zapier and date formatting tools to standardize timestamps and the valid until date for templates.
Formatter by Zapieror swap with your favorite app
4.Adds request row to worksheet
Integrate Google Sheets and spreadsheet mapping tools to create a new row with case, contact, and proposal details.
Google Sheetsor swap with your favorite app
5.Posts to document generation endpoint
Integrate Webhooks by Zapier and endpoint delivery tools to send the sheet row id and case id and receive a document URL.
Webhooks by Zapieror swap with your favorite app
6.Populates and finalizes the template
Integrate Google Docs and template find and replace tools to fill placeholders and finalize the proposal content.
Google Docsor swap with your favorite app
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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!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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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