B2B Quote Request & Follow-Up Automation

When a prospect submits the quote request form, the data is captured in the CRM, triggering the n8n workflow, which formats the quote data and generates a PDF using a template engine. The PDF is attached to an automated email sent to the prospect within 2 minutes. The entire process — form submission to quote delivery — runs without any human involvement.

Yes. The quote form is designed to capture product selections, quantities, delivery requirements, and custom specifications. The PDF template calculates line-item pricing, applies volume discounts if configured, and totals the quote automatically. For highly complex custom quotes, the system generates a draft that a sales person reviews before sending.

The sequence triggers if no response is received within the defined window (typically 48 hours). The first follow-up references the original quote; the second adds a value-add element (case study, FAQ document); the third is a closing message offering to discuss the quote directly. Any response at any point routes the prospect out of the sequence and notifies the sales team.

Through careful copywriting and personalization. Each email uses the prospect's name, company, and specific product inquiry. The tone is direct and conversational rather than formal and template-like. The follow-up sequence is timed to feel like a genuine salesperson checking in, not an automated system executing a sequence. Response rates confirm the approach works.