1.Detects new quote email matching search
Integrate Gmail and email parsing tools to detect your configured quote label emails and capture message metadata for dedupe.
Send prepared quote emails to clients from inbox
Automatically monitor prepared quote emails across Gmail. Automatically send quote HTML by email when quote label emails arrive, matching search results show up, or quote messages include a recipientβso you can parse line items, generate the quote, and deliver faster without manual follow-up.
How this automation sends prepared quotes from your inbox
When quote-labeled emails land in your inbox, manual quoting delays responses and risks errors. This automation captures message details, generates quote HTML and sends the emailβso your team can deliver quotes faster.
Gmailor swap with your favorite app
2.Splits and maps quote fields
Integrate Formatter by Zapier and template mapping to split the message body and to map placeholders for client, rep, and quote details.
Formatter by Zapieror swap with your favorite app
3.Generates sanitized quote HTML
Integrate ChatGPT (OpenAI) and AI templating tools to generate the final HTML body and sanitize the quote link per rules.
ChatGPT (OpenAI)or swap with your favorite app
4.Sends the prepared quote email
Integrate Gmail and email delivery tools to send the generated HTML to the mapped recipient and set the subject using the valid-until date.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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