Get accurate quotes out the door fast by generating them the moment a deal is ready to price. This automation pulls deal details into a branded quote template, routes it for a quick internal check, and sends it to the prospect, so reps stop rebuilding the same document by hand.
What's Included
- Template quote: fill a branded quote from the deal's products and pricing.
- Internal review: route the draft to a manager for a fast approval when needed.
- Auto-send: deliver the finished quote to the prospect once it is cleared.
- Quote tracking: log when each quote is sent, viewed, and accepted.
How To Use
- Clone this automation and build your quote template with pricing rules.
- Connect your pipeline so the quoting stage fires the Triggers.
- Map deal fields into the quote in the Actions step.
- Enable the toggle to start generating quotes automatically.
Pair it with the Proposal to Close Workflow or browse more systems in the Community Gallery.