Automated issuing and sending quotes

Case study / Distribution / Retail / Commerce / Accounting / Sales

Building the workflow to automate creating and sending quotes.

Sending quotes — seller’s offers to perform the work — is a crucial step in the new customers’ acquisition process. Indeed, the quote can either lead to negotiating or to accepting/refusing offers.

Thanks to the Young App, sending quotes can be automated.

Challenges

  • Extract and classify data.

  • Automate sending emails.

Solution

  • Implement connectors that allow us to extract data from a PDF file and classify them.

  • Implement connectors combining sending data to a CRM and sending email notifications.

Used connectors

Typeform
Typeform
PDFMonkey
PDFMonkey
Salesforce
Salesforce
Amazon SES
Amazon SES

Workflow

(1) Filling data with Typeform to add the information to the quotes.

(2) Issuing quotes with PDFMONKEY.

(3) Injecting data to Salesforce.

(4) Emailing a notification that the quote is ready (Amazon SES).

Results

The automated workflow assists in commercial services by generating and sending commercial quotes. What is especially convenient, data is being sent directly to your CRM.

With Young App connectors, you won’t have to write quotes, send them and every time push your partner to answer. All these tasks are automated on the Young App API integration platform.

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