1.Monitors new maintenance quote submissions
Integrate GoCanvas and form intake tools to detect completed maintenance quotation form submissions and pass the submission payload forward.
Send maintenance contract quotation with PDF to customer
Automatically monitor new maintenance quotation form submissions across GoCanvas and Gmail. Send qualified PDF quote emails when quotes are validated, dates are formatted, and submission flags allow deliveryβso you can deliver quotes and reduce back-and-forth without manual follow-up.
How this automation sends quotes with PDF attachments
When new maintenance quotation forms arrive, delays can stall customer follow through and create preventable churn. This automation triggers on submissions, filters qualifying quotes, formats dates, and sends PDF quote emailsβso your team can deliver quotes fast.
GoCanvasor swap with your favorite app
2.Filters for qualifying quote submissions
Integrate Filter by Zapier and validation rules to continue only for qualifying maintenance contract quotes and direct email requests.
Filter by Zapieror swap with your favorite app
3.Formats submission dates for email
Integrate Formatter by Zapier and date formatting tools to format the submission date to DD/MM/YYYY for the email subject and body.
Formatter by Zapieror swap with your favorite app
4.Sends PDF quote email to contacts
Integrate Gmail and email attachment tools to send the PDF output to the customer and internal contacts with the formatted date.
Gmailor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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