Generate a quotation with one click from kintone and send it via email.

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■Overview

This is a flow to issue a quotation from kintone with one click and send it via email.

By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.

With Yoom, you can easily achieve this flow without programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who manage quotation-related data with kintone

・Sales representatives of companies

・Those who regularly input and manage data in kintone

2. Those responsible for creating quotations

・Those who create quotations based on kintone data

・Those who want to streamline the creation of quotations and sending emails to clients

■Benefits of using this template

When creating quotations manually, it takes time to input and verify necessary items.
If there are reworks due to input errors, time is consumed in re-creation and verification, potentially lowering productivity.

In this flow, if you are using kintone data to create quotations, you can create and send quotations with one click using a Chrome extension from kintone.
This reduces the hassle of manual work each time and prevents human errors, allowing you to efficiently proceed with invoice creation tasks.

Additionally, it increases the speed of response to clients, contributing to improved customer satisfaction.

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■Notes

・Please integrate kintone with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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