Issue a quotation in Microsoft Excel based on the information submitted through the form and save it to Google Drive.

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■Overview
The workflow of "Issuing a quotation in Microsoft Excel based on information submitted via a form and saving it to Google Drive" is a business workflow that reduces the hassle and errors involved in creating quotations.
Information submitted through the form is automatically retrieved, and a quotation is created in Microsoft Excel. The created quotation is automatically saved to Google Drive, allowing for smooth file management.
By eliminating the need for manual data entry and file saving, business efficiency is improved. Additionally, maintaining data consistency reduces the occurrence of errors.
This enables sales representatives to provide quotations more quickly, leading to improved customer satisfaction.

■Recommended for those who

  • Sales representatives who collect information from customers using forms and create quotations  
  • Administrative staff who feel that creating quotations in Microsoft Excel is time-consuming  
  • Companies looking to streamline quotation management and centrally manage it with Google Drive  
  • Administrators who want to reduce human errors associated with manual data entry  
  • Business owners who want to automate workflows and shorten working hours

■Benefits of using this template

  • Reduction in working hours: By automating the process from information retrieval from forms to quotation creation and saving, the time spent on manual tasks is reduced.  
  • Prevention of human errors: The automated process prevents mistakes during data entry and file saving, providing accurate quotations.  
  • Efficiency in file management: Since quotations are automatically saved to Google Drive, searching and sharing them becomes easier, improving the overall efficiency of the team.
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Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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