Update QuoteCloud documents when companies are updated in Copper
Effortlessly keep your business proposals up-to-date with this Copper-QuoteCloud integration. When a company is updated in the Copper app, this automation instantly creates a document in QuoteCloud. Stay organized and save time by ensuring your proposals reflect the latest company information without any manual effort.
Effortlessly keep your business proposals up-to-date with this Copper-QuoteCloud integration. When a company is updated in the Copper app, this automation instantly creates a document in QuoteCloud. Stay organized and save time by ensuring your proposals reflect the latest company information without any manual effort.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
- Free forever for core features
- 14 day trial for premium features & apps