1.Detects updated spreadsheet row
Integrate Google Sheets, analytics tools, and reporting systems to detect updated rows and pass row data to matching.
Send templated PDF proposal from updated sheet row
Automatically monitor updated spreadsheet rows across Google Sheets and deliver proposal PDFs from Google Docs. Send templated PDFs when qualifying quote rows updateβso you can create documents, export read-only PDFs, and email quotes without manual quoting.
How this automation delivers faster quotes
When updated quote rows wait for review, quotes get delayed and sales opportunities slip. This automation finds the right folder and generates proposal PDFs and emails themβso your team can deliver quotes promptly.
Google Sheetsor swap with your favorite app
2.Filters qualifying rows
Integrate Filter by Zapier, workflow conditions, and validation tools to continue only for qualifying quote rows.
Filter by Zapieror swap with your favorite app
3.Finds or creates quote folder
Integrate Google Drive, project folders, and file organization tools to find or create a quote folder and return the folder ID.
Google Driveor swap with your favorite app
4.Creates templated proposal PDF
Integrate Google Docs, document templating tools, and export systems to create the proposal document and export it as a PDF.
Google Docsor swap with your favorite app
5.Waits before sending email
Integrate Delay by Zapier, scheduling tools, and review workflows to wait 30 minutes before sending the PDF email.
Delay by Zapieror swap with your favorite app
6.Sends proposal email with PDF
Integrate Gmail and email delivery tools to send the exported PDF as an attachment to the contact.
Gmailor swap with your favorite app
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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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