Automate Request for Quotations with Flow template

The Request for Quotations Flow Template is used by companies to automate data collection and send official documents to organizations.

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Apply automation to your agency’s internal processes

Simplify your document processes, improve interactions with citizens, and increase public engagement. No-code Bots allow for automating document generation and routing, approvals, data analytics, and notifications. By applying airSlate’s document workflow automation that is built into the [Form name] Flow Template, you can:

  1. Pre-fill documents with data from multiple systems of record such as Arms, spreadsheets, or SQL databases
  2. Minimize human interaction and errors with no-code Bots
  3. Visualize complex data using widgets and concise graphs, and track any changes in your workflow
  4. Reduce security risks by complying with industry standards and regulations
    1. Design, deploy and automate flexible legal processes for your agency using the all-in-one, no-code platform for teams of any size.

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Save an average of 8 hours per week with an automated Request for Quotations workflow

Spend an average of 10 minutes to complete a Request for Quotations document

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No-code automation, integrations, configuration and distribution of Request for Quotations

  • Add additional fillable fields to Request for Quotations

    Workflow document feature example Workflow document feature example
  • Embed fillable Request for Quotations in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example
  • Collect payments for Request for Quotations

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Request for Quotations

    Workflow document feature example Workflow document feature example
  • Request attachments for Request for Quotations from recipients

    Workflow document feature example Workflow document feature example
  • Integrate Request for Quotations with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Request for Quotations

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

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Questions & answers

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HOW iT WORKS

How to Automate Request for Quotations with Flow template

Watch our quick user guide video and learn how to use the Automate Request for Quotations with Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate Request for Quotations with Flow template

include in your quote form. One common formula you would want to include is the total cost formula. This formula would calculate the total cost of each item by multiplying the quantity by the unit price. To add this formula, you would go to the cell where you want the total cost to appear (let's say it is cell G2), and then type the formula "=D2*F2" (assuming the quantity is in column D and the unit price is in column F). This formula will multiply the quantity in cell D2 with the unit price in cell F2 to give you the total cost. You can then copy this formula down the column to automatically calculate the total cost for each item. Another useful formula to include is the grand total formula, which will calculate the sum of all the total costs for all the items. To add this formula, you would go to the cell where you want the grand total to appear (let's say it is cell G7), and then type the formula "=SUM(G2:G6)" (assuming your total costs are in the range G2 to G6). This formula will sum up all the total costs in that range and give you the grand total. Once you have added these formulas, you can start filling out the details in your quote form with the real information. You can also further format the form to make it look nice by adjusting column widths, adding colors, and adding additional formatting options. That's it! You now have a basic quote form set up in Excel. Remember to save your work so you can use it as a template for future quotes.