1.Captures quote request
Integrate WPForms and form capture tools to map submitter email, dimensions, and contact notes to product and contact fields.
Send personalized price estimate emails to form requestors
Automatically monitor quote requests across WPForms, Zapier Tables, Formatter by Zapier, and Gmail. Send personalized estimate emails when dimensions are submitted, pricing is found, or totals are calculatedβso you can confirm receipt, deliver formatted quotes, and schedule next steps without manual follow-up.
How this automation accelerates quote replies with accurate estimates
When new quote form entries arrive, delays can derail customer confidence. This automation captures requests and finds pricing and formulas, then sends confirmation and tailored quote emailsβso your team can respond with accurate estimates.
WPFormsor swap with your favorite app
2.Finds matching pricing
Integrate Zapier Tables and pricing lookup tools to match by product dimensions and return base price and installation fee fields.
Zapier Tablesor swap with your favorite app
3.Calculates formatted totals
Integrate Formatter by Zapier and numbers and formulas tools to apply formulas and output currency totals and a line-item breakdown.
Formatter by Zapieror swap with your favorite app
4.Sends confirmation and quote
Integrate Gmail and email templates tools to send immediate confirmation and then deliver a tailored quote with scheduling instructions.
Gmailor 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.
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