Automate sales quoting

From the quote stage to a signed proposal — drafted, approved, and sent, without a rep rebuilding a template each time.

SalesFinance

Quoting a deal by hand means pulling pricing, terms, and discounts together across tabs — slow, and easy to get a number wrong.

Relay.app builds the quote so a rep never assembles it across tabs again: the moment a deal moves to the quote stage in HubSpot, Claude drafts the line items and a short cover note, a rep approves, and PandaDoc sends it for e-signature — logged back to HubSpot, posted to #deals in Slack, and turned into an invoice in QuickBooks Online once the buyer signs.

Here's how it works, step by step

Quoting starts the moment a deal reaches the quote stage

A rep moves a deal to the Quote stage in HubSpot and the workflow fires instantly.
Relay.app pulls the company, deal amount, product line, and contract term straight from the deal record.

Don't use HubSpot? This trigger also runs from:

Draft the quote with AI, then get a quick rep sign-off

Claude drafts the line items, discounts, and a short cover note from the deal data — no copy-paste from the last quote.
The rep gets a Slack DM with the draft and can adjust pricing or wording in seconds before it goes out.
Nothing reaches the buyer until a human has approved it.

Prefer a different setup? Try:

Generate the proposal and send it for e-signature

PandaDoc builds the proposal from your branded template, dropping in the approved line items and cover note.
It goes straight to the buyer for e-signature — no manual export, attach, and send.
The buyer signs in their browser, and the workflow keeps moving on its own.

Live in other tools? Swap in:

Log the sent quote and tell the team

Relay.app writes the sent quote and its amount back to the HubSpot deal, so the record stays current without anyone updating it.
It posts to #deals in Slack with the deal owner @-mentioned, so the team sees what just went out.

On a different stack? Run the same steps with:

Turn the signed quote into an invoice

The moment the buyer signs, Relay.app creates the matching invoice in QuickBooks Online — same line items, same totals, nothing re-keyed.
Finance gets a clean invoice tied to the deal, so quote-to-cash stays one connected flow.

Bill in other tools? Swap in:

Make it yours in Relay.app

Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.

What is Relay.app?

Relay.app is the easiest way to automate with AI across 200+ popular apps, with fine-grained control over what each workflow can access and do.

Describe what you want and Relay.app's AI builds the workflow for you. But if you like to tinker, you'll love using the visual editor. It's fast, opinionated, intuitive, and feels nothing like wiring diagrams.

Start building in Relay.app