1.Detects record button click
Integrate Zapier Tables and order management tools to detect a sales order quote request and route it into the workflow.
Send quote PDF and link to customer record
Automatically watch record button clicked in Zapier Tables across Orders table. Automatically create PDFs, email customers with attachments, and update the record when quote send is requested, deals are matched, or emails sendβso you can protect quote delivery and avoid manual follow-up.
How this automation sends quotes from request to record
When a quote send request sits unprocessed in the orders table, delays can stall deals and frustrate customers. This automation extracts the deal ID, looks up the deal owner, creates a PDF, emails it, and updates the table with sent detailsβso your team can move faster.
Zapier Tablesor swap with your favorite app
2.Parses deal ID from quote link
Integrate Formatter by Zapier and data parsing tools to extract deal identifiers from the quote link for downstream lookup.
Formatter by Zapieror swap with your favorite app
3.Finds deal and owner details
Integrate HubSpot and CRM enrichment tools to look up the deal by ID and return owner email and deal stage.
HubSpotor swap with your favorite app
4.Creates PDF copy from template
Integrate Google Drive and document automation tools to create a PDF copy named by quote number for email attachment.
Google Driveor swap with your favorite app
5.Sends quote email with attachment
Integrate Gmail and email delivery tools to send the quote email to the customer, CC the owner, and attach the Drive PDF.
Gmailor swap with your favorite app
6.Updates row as sent
Integrate Zapier Tables and record tracking tools to write sent date and the outbound thread link, and disable the send button.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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