1.Captures new quote request
Integrate Zapier Forms and email messaging to capture quote request details and route the recipient and subject.
Send trimmed quote PDF to prospect by email
Automatically process new quote request submissions across Zapier Forms, PDF.co, Formatter by Zapier, and Gmail. Send finalized quote PDFs when quote request submitted, PDF uploaded, or filename capturedβso you can trim pages, merge terms, and email instantly without manual PDF cleanup.
How this automation finalizes your trimmed quote PDFs
When quote requests arrive with extra pages and unmerged terms, reps waste time fixing PDFs before outreach. This automation checks the PDF, calculates the page range, trims and merges terms, and emails the finalized quote with the right attachmentβso your team can respond fast.
Zapier Formsor swap with your favorite app
2.Gets uploaded PDF information
Integrate PDF.co and analytics tools to read uploaded PDF page count so you can calculate what to keep.
PDF.coor swap with your favorite app
3.Calculates pages to keep
Integrate Formatter by Zapier and math tools to transform the page count into a page range for trimming.
Formatter by Zapieror swap with your favorite app
4.Splits PDF into trimmed pages
Integrate PDF.co and document processing tools to split the original PDF by the computed page range.
5.Merges trimmed PDF with terms
Integrate PDF.co and file storage to merge the trimmed PDF with standard terms into one final URL.
6.Emails finalized quote PDF
Integrate Gmail and email attachments to send the merged PDF to the submitter with the filename as subject.
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
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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
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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