B4. Automated Quote or File Delivery

🧩 Use Case

When potential customers fill out a form to request a quote, brochure, or price list, manual follow-ups can delay response times and reduce perceived professionalism.

This module allows you to automatically deliver PDF quotes and information packages immediately upon form submission.

✅ Key Features & Modules

Function	Module / Description
Form	Custom form for quote requests
Workflow	Triggered on submission to send PDF
Email Template	Pre-written response with attachment
File Library	Stores downloadable brochures or pricing sheets
CRM Tagging	Tag contacts for sales follow-up (e.g., "quote-request")

🔁 Automation Workflow Example

[User submits quote request form]
    ↓
[Trigger workflow → Send email with PDF quote attached]
    ↓
[Add tag: quote-request]
    ↓
[Assign to CRM pipeline → Sales notified]
    ↓
[Optional: Add to email follow-up sequence]

💡 Customer Value

📩 Instant delivery of requested materials enhances brand professionalism
⚡ Reduces delay in lead response and keeps prospects engaged
🧠 Prepares the sales team with context and ready-to-close leads

🛠 Setup Guide

Create a form titled “Request a Quote” with fields: Name, Email, Business Type, Budget Range
Upload your standard quote or pricing guide as a PDF to the media library
Build a workflow:
- Trigger: Form submission (quote-request-form)
- Action: Send email with PDF attached
- Action: Tag contact with “quote-request”
- Action: Assign to sales pipeline (Stage: Waiting for Follow-Up)
Review email deliverability and optimize subject line for engagement