1.Catches incoming approval event
Integrate Webhooks by Zapier and API payload mapping to capture the board event and to extract the board item reference.
Send approved quote document and update project board
Automatically monitor incoming approval events across Webhooks by Zapier and monday.com. Send approved quotes when board item marked ready, approval flag flips on, or approval event receivedβso you can deliver documents, update sent status, and keep project tracking current without manual follow-up.
How this automation delivers approved quotes to clients
When approvals arrive without consistent handoff, quote delivery can stall and project boards get out of date. This automation receives approval payloads, sends documents through PandaDoc, and updates monday.com columnsβso your team tracks sent quotes reliably.
Webhooks by Zapieror swap with your favorite app
2.Gets item column values
Integrate monday.com and data mapping tools to pull required fields and to map them to document recipient data.
monday.comor swap with your favorite app
3.Sends quote document
Integrate PandaDoc and document template systems to send the approved quote using mapped merge fields.
PandaDocor swap with your favorite app
4.Updates sent status and date
Integrate monday.com and workflow reporting to change configured status columns and to set the sent date.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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