About This Automation
Quote and RFQ management involves receiving customer requests, looking up pricing and inventory, drafting quotes, and obtaining manager approval before sending. Manual handling creates delays, pricing errors, and bottlenecks that slow sales cycles and reduce quote accuracy.
Automation captures incoming requests, retrieves current pricing and stock levels from the accounting system, generates formatted quotes, and routes them for approval. the team sends accurate quotes the same day, freeing time for relationship building and closing deals.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Email arrives with quote request or web form is submitted. The automation platform detects the trigger and extracts customer name, product codes, quantities, and delivery date.
The automation parses the email or form to identify customer details, product SKUs, quantities, and any special terms or delivery requirements.
Automation queries to retrieve current unit costs and volume discount tiers for each requested product.
Automation queries QuickBooks to confirm stock availability for each line item and retrieves estimated ship dates.
The automation compiles pricing, inventory, and customer data into a formatted quote document with line items, totals, and delivery terms.
Automation sends the draft quote to the sales manager with a link to review and approve or request changes.
Once approved, automation sends the final quote to the customer with a professional cover message and payment terms.
Automation records the quote CRM, linking it to the customer record and marking it as sent for pipeline tracking.
Most popular tool stack used
— the complete tool combinations companies use
Gmail
Google Sheets
Slack
HubSpotWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required. It's free.
Page updated