1.Monitor new or updated record
Integrate Zapier Tables and automation data tools to build the quote request from mapped record fields.
Generate proposal and update lead record for review
Automatically monitor new or updated records across Zapier Tables. Get proposal drafts, update the lead record, and notify your team for review when ready for quote flag is set, records get updated, or leads are not yet notified β so you can stop manual follow-up and speed approvals.
How this automation accelerates your quote review
When a lead is flagged as ready for quoting, delays can stall proposals and slow internal alignment. This automation generates and evaluates budget drafts, updates the lead record, and posts a review summaryβso your team can approve faster.
Zapier Tablesor swap with your favorite app
2.Gate for ready for quote flag
Integrate Filter by Zapier and workflow conditions to continue only when the ready flag is true and not notified.
Filter by Zapieror swap with your favorite app
3.Generate and evaluate proposal drafts
Integrate ChatGPT (OpenAI) and AI evaluation tools to produce two draft budgets and pick a recommended option.
ChatGPT (OpenAI)or swap with your favorite app
4.Update lead record for review
Integrate Zapier Tables and CRM record updates to write the summary, monthly payment, notified flag, and timestamp.
5.Post proposal summary in Slack
Integrate Slack and team collaboration tools to post the proposal summary and a link for review.
Slackor swap with your favorite app
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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!)
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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