1.Detect approved quote entry
Integrate Cognito Forms and form automation tools to detect an approved quote entry update for downstream processing.
Send approved quote to customer via messaging, SMS, and email
Automatically monitor approved quote entries across Cognito Forms, Airtable, and PDF tools. Create and update when quote approvals complete, PDF links are generated, or messages deliverβso you can email customers, send SMS and WhatsApp messages, and update quote records without manual follow-up.
How this automation accelerates customer quote delivery
When a quotation form updates to approved, delays can stall closing and confuse customers. This automation finds the right quote, generates a branded PDF and short link, then sends email and SMS messages and updates your Airtable and form recordsβso your team can confirm delivery instantly.
Cognito Formsor swap with your favorite app
2.Find quote and lead record
Integrate Airtable and database tools to find the matching quote record and related lead details by quote identifier.
Airtableor swap with your favorite app
3.Create white label short link
Integrate Short.io and link tracking tools to create a customer facing short link from the configured quote URL.
Short.ioor swap with your favorite app
4.Convert URL to downloadable PDF
Integrate ConvertAPI PDF Tools and document tools to convert the quote URL into a downloadable PDF.
ConvertAPI PDF Toolsor swap with your favorite app
5.Merge and prepare final PDF
Integrate PDF.co and document processing tools to merge branded header and footer and expose a final download URL.
PDF.coor swap with your favorite app
6.Send email and messaging, update records
Integrate Sub-Zap by Zapier (and Trengo), messaging tools, and Airtable to send the short link and quote and update sent status and links.
Trengoor 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
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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