Automated Quote Delivery on Infusionsoft

This project is now closed with a project budget of $100 - $500 USD.

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Project Budget
$100 - $500 USD
Project Description

**My business requires that I send personalized quotes to prospects who complete a web form. There are manual steps in this process that I would like to automate.**

**Currently I take three data elements input on my webform (income, state, and industry of employer), manually input them into an Excel spreadsheet, which calculates approximately 50 result variables. These result variables are then merged into a quote document, and sent to the prospect(s) in an attachment.**

**I may be engaging Infusionsoft to automate follow up sequences. I want to feed the 50 result variables into custom fields associated with contact records house at Infusionsoft. Coding needed on Infusionsoft API to make this happen.


**I may also want to automate the creation of a PDF document, using the same set of result variable. **

## Deliverables

**1 ??" Take the three web form data elements, and feed them into the spreadsheet.**

**2 ??" Take the result variables from the spreadsheet, and feed them into custom fields associated with the prospect records.**

**3 ??" Kick off a follow up sequence, using results data.**

**4 ??" A subset of records can’t be automated, and require manual intervention. When prospect clicks on industry “Other?? send records to an exception file, and stop. Infusionsoft may be able to handle?**

****Ability to automatically create personalized PDF document for attachment to e-mails, and to send to mail fulfillment center. **


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