← All automations
Sales

Quote Generator

Quotes sent in minutes, not days.

TypeformClaude AIGoogle Docs
Get this automation See pricing

The problem

Writing quotes manually is slow and you're losing deals to faster competitors.

Every time a potential client asks for a quote you have to stop what you're doing, read the brief, open a template, customise it, and send it. The window to impress a prospect is short, delays lose deals.

How it works

Step by step.

I handle the entire setup. Here's exactly what happens under the hood once it's live.

01
Client fills your Typeform
The prospect submits their project brief, budget range, and requirements through your form. Zapier picks it up instantly.
02
Claude builds the quote
Claude reads every field and generates a complete, professional quote document, with pricing, scope, timeline, and terms, tailored to that specific client.
03
Quote saved to Google Docs
The document is created in your Google Drive in a dedicated folder, named with the client name and date.
04
Quote sent by email
The Google Doc link (or PDF export) is emailed to the prospect automatically. You're the sender, they reply directly to you.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Typeform
Your quote request form, collects project details, budget, timeline.
How to connect
OAuth via Typeform login
Claude AI
Reads the brief and writes a professional, personalised quote document.
How to connect
API key in Zapier
Google Docs
Where the quote is created and stored, ready to send.
How to connect
Connected to your Google account

Demo

See it in action.

A short walkthrough of this automation running live.

Demo video coming soon

Included in

Available from the Business plan.

This automation is included in Business and above. Setup is handled entirely by me · Also included in Premium.

Business
and above

Start automating View all plans