Sales Automation

Quote Generator

Produce branded PDF quotes from CRM deal line items with tax, discounts, and approval gates.

Automation overview

What this automation does

This automation starts when hubSpot deal stage changes to `Quote Requested`. It google sheets pulls, x (twitter) pulls, google docs pulls, gmail pulls, and salesforce pulls, then hubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF.

Trigger

HubSpot deal stage changes to `Quote Requested`

Main actions

Google Sheets pulls → X (Twitter) pulls …

Final outcome

HubSpot deal stage `Quote Requested` pulls product line items, applies discount …

Execution time

1–3 minutes

Apps used

6 integrations

AI-powered

Difficulty

Beginner

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

HubSpot

Event detected

Step 1

Google Sheets

Pulls

Step 2

X (Twitter)

Pulls

Step 3

Google Docs

Pulls

Step 4

Gmail

Pulls

Step 5

Salesforce

Pulls

Result

Salesforce

Workflow complete

Step-by-step

How each step runs

1
HubSpotTrigger
Event detected
HubSpot deal stage changes to `Quote Requested`
2
Google Sheets
Pulls
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF
3
X (Twitter)
Pulls
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF
4
Google Docs
Pulls
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF
5
Gmail
Pulls
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF
6
Salesforce
Pulls
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF
7
Salesforce
Workflow complete
HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF

Apps used

Connected applications

HubSpot

Pulls

Google Sheets

Pulls

X (Twitter)

Pulls

Google Docs

Pulls

Gmail

Pulls

Salesforce

Pulls

Summary

Automation summary

Trigger: HubSpot deal stage changes to `Quote Requested`
Inputs: HubSpot deal stage changes to `Quote Requested`, Business Name, Notification Email, Timezone
Outputs: HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF, Gmail pulls, Salesforce pulls
Business goal: Automate quote generator end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 1–3 minutes
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: HubSpot, Google Sheets, X (Twitter)

Benefits

Why use this automation?

Save ~13 hours/week

Remove repetitive steps from Quote Generator so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

HubSpot
Google Sheets
X (Twitter)

Required accounts

Active HubSpot workspace with API access
Active Google Sheets workspace with API access
Active X (Twitter) workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

10 min including app authorization and test run
Difficulty: Beginner

Optional apps

Google Docs (optional)
Gmail (optional)
Salesforce (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~16 min

Required connections

HubSpot(required)
PreviewHubSpot: workflow actions run in preview
⚠ Missing
Google Sheets(required)
⚠ Missing
x(required)
Previewx: workflow actions run in preview
⚠ Missing
Google Drive(required)
Test-onlyGoogle Drive: workflow actions run in preview
⚠ Missing

• Missing connection: HubSpot
• Missing connection: Google Sheets
• Missing connection: x
• Missing connection: Google Drive

Manage all connections →View all installations →

Workflow summary

Trigger: HubSpot deal stage changes to `Quote Requested`
Steps: 7 nodes
Required apps: 4
Optional apps: 2

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPartial10 min setup★3.8616 installs · 226 reviews

Customize for My Business

Analytics

Template performance

49.9k

Views

616

Installs

647

Favorites

3.8

Avg rating

1.2%

Conversion

10 min

Setup time

95%

Success rate

Trending score

Most used integrations

HubSpotGoogle SheetsX (Twitter)

HubSpot deal stage `Quote Requested` pulls product line items, applies discount rules from Google Sheets matrix, calculates VAT for EG/SA regions, generates PDF via PandaDoc or Google Docs template merge, emails customer via Gmail with tracking pixel, and updates deal to `Quote Sent` with PDF link and 14-day expiry reminder in Salesforce task.

Some steps run in preview until their integrations go live.

Required apps

HubSpotPreviewGoogle SheetsLiveX (Twitter)PreviewGoogle DriveTest-only

Optional apps

GmailLiveSalesforcePreview

All integrations

HubSpotGoogle SheetsX (Twitter)Google DriveGmailSalesforce

Workflow preview

How Quote Generator runs

Trigger

Map PDF template

→

Process

Rule engine

→

Action

hubspot

→

Notify

Alert & log

HubspotGoogle SheetsXGoogle DriveGmailSalesforce

Setup steps

Get started in 5 steps

1
Connect CRM and docs
HubSpot products API, Google Sheets discount matrix, PandaDoc or Docs template, Gmail.
2
Map PDF template
Logo, line table, subtotal, tax, terms footer, and signature block placeholders.
3
Configure tax rules
Country field on deal drives VAT rate—14% EG, 15% SA, 0% export.
4
Set approval thresholds
Discounts >15% require manager Slack approve before PDF send.
5
Test quote PDF
Sample deal with three line items; verify math and email delivery.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No
Gmail Search Query	text	is:unread	No

FAQ

Frequently asked questions

Multi-currency?

Deal currency field selects EGP, SAR, or USD column from Sheets price table.

Quote revisions?

New version increments `quote_v2` filename; prior versions archived on deal.

E-signature?

PandaDoc branch adds signature field and webhook on customer sign → deal Closed Won.

Custom line items?

Free-text lines allowed with manual price entry on HubSpot deal.

Reviews

4.7

★4.7

226 total reviews

Lisa Tran

Founder · ScaleUp SaaS

★★★★★Verified install

6/1/2026

After two weeks live, Quote Generator has become core to our daily ops. Verified install — runs without babysitting.

+ Integrations worked on first try · AI quality exceeded expectations

James O'Brien

CTO · DevFlow

★★★★★

5/15/2026

Quote Generator replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Reliable triggers every time · Support team helped customize quickly

Nadia El-Sayed

Restaurant Owner · Frio Café

★★★★Verified install

4/28/2026

We deployed this across three locations and saw immediate time savings. The Quote Generator workflow handles edge cases we didn't expect it to.

+ Great documentation · Scales well as we grow

− Took longer than estimated for advanced config

Documentation

Template documentation

Overview

Requirements

Active hubspot account with API access
Active google-sheets account with API access
Active x account with API access
Active google-drive account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

hubspotPreviewgoogle sheetsLivexPreviewgoogle driveTest-onlygmailLivesalesforcePreview

Triggers

HubSpot deal stage changes to `Quote Requested`

Actions

Map PDF template
Configure tax rules
Set approval thresholds
Test quote PDF

Examples

Quick start

Activate Quote Generator with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Quote Generator.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

9/4/2025

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

7/6/2025

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

5/7/2025

featureInitial marketplace release.

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Recommendations

Customize Quote Generator for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Quote Generator

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Quote Generator runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

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Contract Generator

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To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Quote Generator for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Payment Reminder

Discount Campaigns

Contract Generator

Lead Qualification

Customers also installed

Contract Generator

AI Lead Scoring Engine

Email Sequence

AI Sales Agent Placeholder Template

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing