Plumsail Documents + Apparound Integrations
How to connect Plumsail Documents + Apparound
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Process NameRequired
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New Quote
Triggers when a new quote is created (once you click next on the summary page).
Try ItOwner
Product CodeRequired
Price List CodeRequired
Active
Pricing Model
One-Off Price
Recurring Price
Recurring Interval
Commitment
Vat Category
Show Quantity
Process NameRequired
Changed Quote Status
Triggers when the status of a quote is changed.
Try ItProduct CodeRequired
Product NameRequired
CategoryRequired
TypeRequired
Position
Alternative Name On Quote Pdf
Use Additional Image As Product Info
How Plumsail Documents + Apparound Integrations Work
- Step 1: Authenticate Plumsail Documents and Apparound.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Apparound
Apparound is an app to digitise sales and improve sales productivity. Combines content and quoting together.
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