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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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Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 5 steps …

  • Step 1 - Trigger

    Anytime a new form response is created in Google Forms

  • Step 2 - Action

    Conditionally run... in Paths by Zapier

  • Step 3 - Action

    Filter tasks in Paths by Zapier

  • Step 4 - Action

    Filter tasks in Paths by Zapier

  • Step 5 - Action

    Format my data in Formatter by Zapier

    • 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

    More ways to use these popular apps!

    Check out all the other ways you can connect Google Formulare and Filter by Zapier,
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