Build a Custom Quote Generator with Make.com & CRM
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Make.com Automation Blueprint
Custom Quote Generator
Interactive documentation with drill-down module details. Click any module to see configuration, data mappings, and template links.
📋 Forms
👤 CRM
📁 Google Drive
☁️ OneDrive
📦 Dropbox
📑 PDF.co
📄 DOCX
🔀 Router
📊 Variables
🌐 HTTP
🔢 Math
Entry Point
⚡
GF Custom Quote Webhook
gateway:CustomWebHook
#229
Receives incoming quote requests from Gravity Forms via webhook trigger.
📋
Get Form Entry
gravity-forms:ActionGetEntry
#230
Retrieves complete form submission data from Gravity Forms.
100+ form fields
Metadata
Product selections
Options checkboxes
📊
GF Mappings
util:SetVariables
#60
Maps key form fields to working variables for use throughout the scenario.
Route 1: Product & Options Processing
10+ modules
Handles product selections, machine options, and PDF lookups from the datastore.
🗄️
Product Name → PDF Lookup
datastore:SearchRecord
#223
Searches the datastore to find the corresponding PDF filename for the selected product.
Route 2: CRM Contact & Company
3 modules
Retrieves contact and company information from Keap/Infusionsoft CRM.
👤
Get Keap Contact
infusionsoft:retrieveContact
#3
Gets contact details from Keap CRM using the ContactID from the form.
🏢
Company Info API
infusionsoft:makeApiCall
#10
Makes custom API call to get company/organization details.
Route 5: Document Generation ⭐
50+ modules
The main document generation path – creates proposals, merges PDFs, and outputs to cloud storage.
📁
Get Template (1 or 4)
google-drive:getAFile
#54
Downloads the DOCX template for simple quotes. Template is determined dynamically based on rep selection from Module #187 or #189.
📁
Get Coversheet Template (2 or 3)
google-drive:getAFile
#77
Downloads coversheet template for multi-page quotes. Template determined by Module #202.
📁
Get Pricing Template
google-drive:getAFile
#89
Downloads pricing sheet template. Template determined by Module #212.
📄
Fill Template (DOCX)
docx-templater:FillDocumentAggregator
#58
Populates the DOCX template with quote data using template placeholders.
{CompanyName}
{Address}
{Quote}
{InvoiceNumber}
{Date}
{Rep}
{MainItemName}
{MainItemPrice}
{Subtotal}
{Discount}
{Total}
{Terms}
{Warranty}
🌐
Send to 4Spot Notifications
http:ActionSendData
#240
Sends completion notification via webhook to trigger downstream processes.
📁
Save to Completed Proposals
google-drive:uploadAFile
#106
Uploads final PDF to the Completed Proposals folder in Google Drive.
✅ Key Capabilities
- 4 Proposal Types (Simple & Multi-page)
- Dynamic product PDF attachment
- Per-rep signatures & templates
- PDF merging (cover+product+pricing)
- Dual cloud (GDrive + OneDrive)
- Keap CRM integration
🔗 Integrations
Click any module to expand details • All template links open in new tabs
Custom Quote Generator – Complete Flow
Full automation: Entry → 5-Way Router → Cascading Routes • No crossing lines
🛤️ 5 Routes
🔀 15+ Sub-Routers
🔗 8 Integrations
Webhook
Gravity Forms
Router/Util
Google Drive
DOCX/Docs
Keap CRM
PDF.co
Dropbox
OneDrive
HTTP
RELATED POST
