PDFMonkey + Quotient
Create documents in PDFMonkey from newly-accepted quotes in Quotient
Looking to print a pdf document when your new quotes are approved? This integration handles that work for you, automatically. As soon as a quote is accepted in Quotient, this Zap will generate a document in PDFMonkey for you.
Looking to print a pdf document when your new quotes are approved? This integration handles that work for you, automatically. As soon as a quote is accepted in Quotient, this Zap will generate a document in PDFMonkey for you.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Generate Document
Generates a Document.
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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 ($)
About PDFMonkey
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.
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About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.