1.Creates quote data from submission
Integrate Tally, form tools, and data mapping to capture submission fields and to centralize quote inputs.
Send personalized training quote and program to requester
Automatically monitor new form responses across Tally and sales document tools. Automatically create and deliver quote PDFs when form submissions land, quote numbers generate, or prices resolveβso you can generate documents, attach emails, and drive discovery calls without manual follow-up.
How this automation speeds up quote delivery
When new form responses arrive, delays can slow down quoting and stall next steps. This automation maps submission fields, generates a titled PDF, and emails it to the requesterβso your team can move faster without manual document work.
Tallyor swap with your favorite app
2.Generates quote number and price
Integrate Formatter by Zapier and lookup tools to format a unique quote number and to resolve course pricing.
Formatter by Zapieror swap with your favorite app
3.Creates quote document from template
Integrate Google Docs and templating tools to populate the quote document with fields and to insert the resolved price.
Google Docsor swap with your favorite app
4.Exports PDF to quotes folder
Integrate Google Drive and file export tools to export the document as a PDF and to place it in your Quotes folder.
Google Driveor swap with your favorite app
5.Emails requester with PDF and CTA
Integrate Gmail and email automation tools to send the PDF attachment and to include a discovery call CTA link.
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
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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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