With Papo (https://papo.global/), you can configure Capitão to automatically generate and send PDF quotes via WhatsApp, using a custom HTTP tool that fetches prices and contact data, generates the document, and delivers it in the conversation — without manual intervention. Simply create an assistant with qualification questions and a tool that calls an external PDF generation service; Capitão collects the information, triggers generation, and sends the file or link to the customer.
| Component | Function | Example |
|---|---|---|
| Assistant questions (FAQs) | Collect customer data and items of interest | "Which product do you need?" / "What quantity?" |
| Custom HTTP tool | Call an external service that calculates prices and generates the PDF | Proposal generation API that returns the PDF link |
| File sending configuration (Prompt & AI) | Allow Capitão to send the generated PDF to the customer | Send the file or link directly in the conversation |
| CRM history | Record the automatically sent proposal on the contact | Opportunity created in Kanban with the quote value |
How automatic quote generation works
Capitão is Papo's AI assistant that can be trained with questions, documents, and custom tools. When a customer requests a quote via WhatsApp, the assistant asks the necessary questions to understand the need (product, quantity, deadline). Then, a custom HTTP tool sends this data to an external service (such as a PDF generation API or a pricing system), which calculates the values and returns the ready document. Capitão then delivers the PDF in the conversation, either as a file or as a link, and records the interaction in the CRM.
The entire process happens in seconds, without a salesperson needing to manually assemble the proposal. The team only intervenes if the customer has questions after receiving the quote.
Step-by-step configuration
- Create a dedicated Capitão assistant. In the Capitão module, create a new assistant with a name like "Automatic Quotes". It will be responsible for all quote interactions.
- Add qualification questions. Register the FAQs the assistant will ask: "Which product are you looking for?", "What quantity?", "What delivery deadline do you want?". These questions guide data collection.
- Configure a custom HTTP tool. Create a custom tool that points to the endpoint of your PDF generation service. This tool must receive the collected data (items, quantities, contact data) and return the PDF link or the file itself. Papo's API documentation provides details for authenticating and structuring the request.
- Define the trigger scenario. Create a scenario (handoff) that transfers control to the HTTP tool once all questions are answered. The instruction can be: "After collecting product, quantity, and deadline, call the quote generation tool and send the result to the customer."
- Enable file sending. In the Prompt & AI module, use the file sending option to configure Capitão to deliver the generated PDF. If the external service returns a link, the assistant can send it as a text message. If the PDF is hosted and accessible, you can configure direct file sending.
- Link the assistant to the inbox. Associate the assistant with the desired WhatsApp inbox. From then on, every conversation requesting a quote will be handled by this flow.
- Test the automation. Send a test message requesting a quote. Check if Capitão asks the correct questions, if the tool generates the PDF, and if the file or link arrives in the conversation. Adjust the questions or prompt as needed.
Who this configuration is useful for
- Service and made-to-order product companies that need to send personalized proposals quickly, without depending on an available salesperson.
- White label resellers that want to offer quote automation as a differentiator for their clients, allowing each one to configure their own proposal assistant.
- B2B sales operations that receive many quote requests via WhatsApp and want to reduce response time.
- E-commerces with variable-value items (such as custom furniture, printing services) that need to calculate prices based on customer parameters.
Frequently asked questions
Do I need an external system to generate the PDF?
Yes. Capitão's custom HTTP tool acts as a bridge between the conversation and a PDF generation service (your own or a third-party API). Papo does not generate the PDF internally, but it allows you to integrate any tool that returns the document.
Can Capitão send the PDF file directly?
If the external service returns a link, Capitão sends the URL in the conversation. For direct file sending, you can use the file sending feature of Prompt & AI, as long as the PDF is publicly accessible or uploaded to the platform.
Can I use the same tool for multiple products?
Yes. The custom tool can be parameterized to query different price tables or catalogs, depending on the customer's answers. Just configure the logic in the external service that the tool calls.
How is the quote recorded in the CRM?
After sending, you can configure an additional scenario that creates an opportunity in Kanban or updates the contact with the proposal value, using Papo's contacts API.
Is it possible to include my company logo in the PDF?
Yes, as long as the PDF generation service allows template customization. The custom tool sends the data and the service assembles the document with the desired visual identity.
Does this configuration work for white label resellers?
Yes. Each reseller's client can have their own Capitão assistant and their own custom tool, maintaining brand and catalog independence.
Read also
- How to configure Capitão to collect customer data and fill the CRM automatically
- How to configure Capitão to check product inventory in real time
Try the platform for free and see how AI can automatically generate and send PDF proposals, saving hours for your team.