Google Docs + Quotient
Google Docs + Quotient
Create Google Docs documents from text each time a new accepted Quotient quote is detected
Make the most of your Quotient quotations with this efficient workflow. Once a quote is accepted, it instantly sparks the creation of a new document in Google Docs, based on the content of the accepted quote. This seamless bridge between Quotient and Google Docs streamlines your data, keeping your documents up-to-date without any additional effort. Enhance your productivity and maintain organization effortlessly with this process.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Create Document From TextCreate a new document from text. Also supports limited HTML.
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More things you can do with Quotient and Google Docs
Discover other triggers and actions you can use with Quotient and Google Docs
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - Customer 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 ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
