Google Docs + Quotient
"create Google Docs documents from templates when new quotes are accepted in Quotient"
When a quote is accepted in Quotient, this workflow will instantly create a document from a specified template in Google Docs. This ensures all your accepted quotes are systematically documented without any additional steps. This automation saves valuable time and organizes your workflow, allowing you to focus on more critical facets of your business.
When a quote is accepted in Quotient, this workflow will instantly create a document from a specified template in Google Docs. This ensures all your accepted quotes are systematically documented without any additional steps. This automation saves valuable time and organizes your workflow, allowing you to focus on more critical facets of your business.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
New Document
Triggers when a new document is added (inside any folder).
Try It
