1.Monitors opportunity moved
Integrate Capsule CRM and CRM data tools to capture opportunity id, owner, template key, and party details from the moved opportunity.
Generate proposal and attach link when opportunity advances
Automatically monitor opportunity moved events across Capsule CRM and proposal tools. Automatically create and update proposals when milestones advance, stages shift, or proposal-ready milestones hitβso you can link documents, update statuses, and add visibility without manual proposal paperwork.
How this automation accelerates your proposal turnaround
When opportunity moved triggers fire, delays can stall deal progress and cause missed approvals. This automation captures opportunity details, formats a document header, creates the PandaDoc draft, and updates the opportunity with a link and noteβso your team responds faster.
Capsule CRMor swap with your favorite app
2.Formats proposal title and date
Integrate Formatter by Zapier and data formatting tools to clean values, map opportunity title to a doc title, and format the current date.
Formatter by Zapieror swap with your favorite app
3.Looks up template mapping
Integrate Zapier Tables and lookup tables to translate the template key into the correct PandaDoc template UUID.
Zapier Tablesor swap with your favorite app
4.Creates draft contact and document
Integrate PandaDoc and document tools to create or update a contact and generate a draft document from the mapped template.
PandaDocor swap with your favorite app
5.Updates opportunity and adds note
Integrate Capsule CRM and CRM note tools to store the proposal link, set proposal status, and add a timeline note with details.
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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
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.
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