Populate quotes for estimates in Quickbooks with WebMerge
When this happensStep 1: New Estimate
Then do thisStep 2: Create Document Merge
Do you need a way to automatically populate documents like quotes, contracts, and proposals from Quickbooks Online? Setup this Quickbooks Online-WebMerge integration and Zapier will automatically send new estimates in Quickbooks Online over to your WebMerge templates.
Note: you will need a WebMerge account with a Document Template to use this Zap.
How this Quickbooks Online-WebMerge integration works
- A new estimated is added to Quickbooks Online
- Zapier sends the data to your WebMerge template
- Quickbooks Online