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Proposal Generator - Google Form Submission to PandaDoc Proposal Template

Anytime a new form response is created in Google Forms, filter my data based on the type of proposal it is (monthly retainer vs one time projects) in Filter by Zapier, then format my date info in Formatter by Zapier. Fill in the proposal template defined by PandaDoc, then send to client. Finally, ping Ryan in private slack channel with the basic proposal information.

Ryan Hutchinsoncreated by Ryan Hutchinson

This Zap uses a private app.

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How Zapier works (57 sec)
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This Zap works in 5 steps

  • 4 minutes to set up
  • Get back 1.2 hrs /week
  • 19 people use this zap

This Zap uses the following 5 apps

  • Google Forms Logo
  • Filter by Zapier Logo

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