01
Gather the details
Define the questions and data each quote request needs.
FROM FIRST STEP TO RESULT
Requirements become a proposal.
Gather customer needs and prepare a proposal with your business conditions. The quote keeps its own review process.
Configured around your workflow.
nexional.QuotesLMFROM IDEA TO PROPOSAL
A quote that fits.
Include initial setup
Calculate quoteYOUR PROPOSAL
Your project, priced.
6 × Service270,00 €
Setup120,00 €
Total390,00 €
Quote readyPDF · Illustrative example
FROM IDEA TO WORKFLOW
Here’s how it fits your day.
Collect what you need to quote and apply your calculation rules. Generate the result from a conversation or a public request page.
MODULE FEATURES / QuotesWhat you can do.
What you can do.
It all starts here.
These are the module’s main features. You can then connect its events to other tools through automations.
02
Calculate with your rules
Apply configured calculation rules to request answers.
03
Prepare the quote
Generate text or a PDF document according to configuration.
04
Receive requests
Start requests in a compatible conversation or a public page.
CONNECT THE NEXT STEP
All automationsOne action starts another.
See how information moves from the module to the tool you need.
nexional.QuotesThe quote is ready
01 / WHEN THIS HAPPENS
The quote is ready
- Customer
- María López
- Service
- Consulting · 2 × €180
- Total
- €360.00
The event starts the workflow
Send the quote by email
Connected emailSubjectYour quote · NX-1042
Hi Maria. Your proposal is ready: consulting, 2 units, total €360.00.
Proposal NX-1042€360.00
SendGmail / SMTP
Email sent
Quotes
Quote ready → email delivery
Connect Quotes to email to deliver the proposal when it is ready.
The proposal reaches your customer
Explore the workflownexional.QuotesThe quote is ready
01 / WHEN THIS HAPPENS
The quote is ready
- Customer
- María López
- Service
- Consulting · 2 × €180
- Total
- €360.00
The event starts the workflow
Record the quote in Sheets
Google Sheets↶↷100%BI
ABC
1ReferenceCustomerTotal
2………
3NX-1042María López€360.00
4
5
Quotes
Row added
Quotes
Quote ready → Google Sheets
Send quote information to a Google Sheets spreadsheet for follow-up.
A record for your sales team
Explore the workflownexional.QuotesA quote is ready or cancelled
01 / WHEN THIS HAPPENS
A quote is ready or cancelled
- Customer
- María López
- Service
- Consulting · 2 × €180
- Total
- €360.00
The event starts the workflow
Send a webhook to the destination
Webhooks
POSTapi.example.com/eventos
{
"event_name": "quote.ready",
"module_key": "quotes",
"entity_type": "quote",
"data": { … }
}200 OKEvent received
Event received
Quotes
Quote updated → webhook
Send Quote events to your own endpoint to continue the flow outside Nexional.
Your system receives the event
Explore the workflowYOUR NEXT STEP, MADE EASIERYour business has potential.
Your business has potential.
Let’s connect it.
Platform, website, software or visibility. Tell us what you need and we will shape the next step.
Free initial assessment · A conversation, no obligation