1.Captures new submission
Integrate GoCanvas and form submission tools to capture the attached PDF and quote fields to trigger email-ready quotation delivery.
Send quotation PDF to customer from field form submission
Automatically capture field quote submissions across GoCanvas and send quotation PDF emails from Gmail. Create a date-formatted subject and attach the submission PDF when field quote submitted, submission received, or quote form submittedβso you can format dates, attach PDFs, and email quotations without manual paperwork.
How this automation accelerates quotation delivery
When field quote submissions are captured and PDFs wait on manual preparation, delays can slow deals and frustrate customers. This automation formats the submission date and composes an email, then sends the quotation PDF from Gmailβso your team can deliver quotes faster.
GoCanvasor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier and date formatting tools to convert the submission date to DD/MM/YYYY for subject setup.
Formatter by Zapieror swap with your favorite app
3.Emails quotation PDF
Integrate Gmail and email delivery tools to send a new message with the PDF attached and a structured subject line.
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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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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