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.
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 Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Document From Text
Create a new document from text. Also supports limited HTML.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote 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
Quote Completed
Triggers when a Quote is Completed.
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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
