1.Detect updated field on opportunity
Integrate Salesforce and CRM workflows to detect the opportunity update and pass order form and discount fields to the next step.
Update pricing table in proposal documents when discounts change
Automatically watch for updated discount fields on opportunities across Salesforce and proposal docs. Create and update pricing tables when discount field changes, order form link updates, or opportunity record updatesβso you can extract document IDs, compute tier replacements, and apply updates without manual pricing edits.
How this automation updates your proposal pricing
When a configured discount field changes, outdated tier prices can slip into proposals and stall deal progress. This automation extracts the proposal document, computes replacement pairs, and updates the pricing table in real timeβso your team can keep quotes consistent.
Salesforceor swap with your favorite app
2.Extract document ID from order form link
Integrate Formatter by Zapier and text parsing tools to extract the order form link document ID for retrieving the proposal.
Formatter by Zapieror swap with your favorite app
3.Retrieve document content
Integrate Google Docs and document processing to get the proposal text needed for parsing and pricing updates.
Google Docsor swap with your favorite app
4.Parse and compute replacement pairs
Integrate Code by Zapier and data computation tools to parse old values and generate old to new pricing replacement pairs.
Code by Zapieror swap with your favorite app
5.Find and replace pricing table values
Integrate Google Docs and find-and-replace actions to update tier prices, costs, sizes, and the displayed discount in the document.
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