Quote Generator API Copilot

Sales teams lose hours manually pulling items from quote requests and pricing them out, and one mistyped total can delay the deal. This copilot extracts items and quantities from an intake form, generates a detailed quote with appropriate markdown and total, and drafts a personalized Gmail reply with the quote attached. You review a consistent, error-checked proposal and hit send in minutes instead of digging through spreadsheets.

Category: Sales

How it works

1. A customer submits a quote request via an intake form with requested items and quantities.
2. The copilot extracts the items and quantities from the form and categorizes the quote type (Standard, Expedited, or Bulk).
3. It generates a professional price quote with calculated totals and drafts a personalized email reply in Gmail.
4. A new quote row is created in the table with the extracted data, generated quote, and email draft ready for your review and approval.

Key benefits

• Respond to quote requests in minutes instead of hours.
• Eliminate manual data entry and calculation errors.
• Deliver a consistent, professional quote format every time.
• Shorten the sales cycle with a ready-to-review draft.

Use cases

• Sales teams handling high volumes of inbound quote inquiries.
• E-commerce businesses with custom product requests.
• Manufacturing firms processing B2B order quotes.
• Freelancers and agencies quoting project-based work.

Works with Gmail

This assistant connects to Gmail once. No code required. It is not a plain field-copy integration: as data moves, the AI adds a real decision step (classify, extract, prioritize, draft). You set the autonomy level: ask for drafts and every send to Gmail waits for your review, or instruct it to send and it runs fully automatic.

Automation coverage and limits

• Gmail: 2 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.

This assistant only reaches operations verified in the integration catalog, through a connection you authorize and can revoke. Capability facts last verified against the catalog on 2026-07-10.

Good to know

Connect Gmail once. The assistant drafts the quote and email; a human approves before anything is sent.

Frequently asked questions

How does the Quote Generator API Copilot work?

It processes quote requests from an intake form, extracts items and quantities, generates a priced quote with totals, and drafts a personalized email in Gmail for your review.

Do I need to write code to use it?

No code needed. Connect Gmail once, set up your form, and it runs on each new submission.

Which apps does it connect to?

It connects to Gmail to create email drafts. No other integrations are required.

Does it send the email automatically?

No. It only creates a draft. You review and approve the quote and email before sending anything.

Can I customize the quote format or pricing rules?

Yes. You can adjust the prompt template to set your markdown, discounts, or custom pricing logic.