Specialty Contractor · Sales Automation Automation

Estimate to Invoice on Autopilot — Sales Pipeline Automation

45 min → 0 min — One signature. Everything else is automatic.

The problem

What was going wrong

A specialty contractor was manually creating purchase orders, bills of lading, invoices, and client folders every time a customer signed an estimate. The process took 45+ minutes per job and was error-prone — wrong client info copied to the wrong document, missing fields, mismatched numbers. Their website was also outdated and didn't reflect the quality of their work.

The result

45 min → 0 min

From the moment a client signs, the system creates the PO, BOL, invoice, and client folder — and sends the right documents to the right people. No manual steps. No errors. No missed paperwork.

The solution

What we built

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Mapped the complete post-signature workflow — every document that needed to be created, filed, or sent
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Built Zoho Sign integration — signature on the estimate triggers the automation chain
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Created Deluge scripts that auto-generate the PO, BOL, and invoice from the signed estimate data
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Set up automatic client folder creation in WorkDrive — organized by job number and date
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Built email delivery flows — client gets the invoice automatically, internal team gets the PO
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Integrated with Zoho Books for invoice tracking and payment status
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Rebuilt their website to match the quality of their actual work

"I used to spend half my Friday afternoons doing paperwork. I don't do that anymore."

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