Deliver quotes instantly with AI and DocsGenFlow
Swiftask connects your AI agents to DocsGenFlow to automate quote delivery. Boost your reactivity and shorten your sales cycles.
Result:
Transform your sales process by eliminating manual administrative tasks.
AI Agents
docsgenflow
Connector docsgenflow · Secure OAuth 2.0
Administrative bottlenecks slow down your sales
Manually sending a quote after generation is a source of friction. Between validation, writing the email, and sending, the client waits. This latency reduces your chances of closing.
Main negative impacts:
Loss of sales momentum
The delay between the request and receiving the quote is critical. Every minute counts to keep the prospect engaged.
Human error risks
Manual handling increases the risk of forgetting, email errors, or sending the wrong document.
Sales team overload
Your sales reps waste valuable time on repetitive, low-value tasks instead of closing deals.
With Swiftask and DocsGenFlow, your AI agent detects the quote creation, retrieves it, and sends it immediately to the client based on your business rules.
BEFORE / AFTER
What changes with Swiftask
The traditional process
The quote is generated. The rep must download it, open their email client, find the address, write the message, attach the file, and hit send. It's slow and prone to oversights.
Automation with Swiftask
As soon as DocsGenFlow finalizes the quote, the Swiftask AI agent takes over. It retrieves the document, identifies the recipient, and sends the personalized email instantly.
Deploy your quote automation in 4 steps
1
STEP 1 : Connect DocsGenFlow to Swiftask
Enable the DocsGenFlow connector in your Swiftask workspace to allow your agents to access your generated documents.
2
STEP 2 : Define sending rules
Configure conditions: what type of quote, amount threshold, or customer type triggers the automatic delivery.
3
STEP 3 : Personalize the client email
Use AI to write personalized cover emails, aligned with your tone and brand identity.
4
STEP 4 : Activate and monitor
Launch the automation. Monitor every delivery from the Swiftask dashboard for total visibility.
Key features of your delivery agent
The agent analyzes DocsGenFlow document metadata (amount, date, client) to adapt the cover message.
- Target connector: The agent performs the right actions in docsgenflow based on event context.
- Automated actions: Automatic email delivery, Slack/Teams notifications for failures, delivery status tracking, dynamic content personalization.
- Native governance: Full traceability of every delivery is centralized in Swiftask for perfect compliance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-docsgenflow@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Operational benefits for your business
Accelerated closing
Ultra-fast quote delivery demonstrates professionalism and increases conversion rates.
Zero admin tasks
Your sales team focuses on negotiation and relationship building.
Guaranteed accuracy
Automation eliminates data entry errors or sending incorrect documents.
Unlimited scalability
Handle 10 or 1000 quotes per day with the same efficiency, without adding headcount.
Simplified auditing
A complete history of all sent documents is available in one click.
Security and data privacy
Swiftask applies enterprise-grade security standards for your docsgenflow automations.
- Encrypted exchanges: All connections between DocsGenFlow and Swiftask are encrypted.
- Access management: Granular control over who can configure delivery automations.
- Full audit trail: Log history for every sent document.
- GDPR compliance: Data processing compliant with the strictest European standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on performance
| Metric | Before | After |
|---|---|---|
| Delivery time | Several hours | A few seconds |
| Processing errors | 5% on average | 0% |
| Sales time | 15% on admin | 0% on admin |
| Closing rate | Current baseline | Expected increase |
Take action with docsgenflow
Transform your sales process by eliminating manual administrative tasks.