Create and send a quotation using the quotation template in the spreadsheet based on the responses provided in the form.

■Overview

We will issue a quotation using the content answered in the form and send it by email.

It is also possible to prevent errors by inserting a double-check of the quotation midway.

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■Preparation

・You need to create a spreadsheet that will serve as a template for the quotation.

※Here is an example of an actual spreadsheet▼

https://docs.google.com/spreadsheets/d/1iprlbQ5Co32Ym1NW2_5BzQrCQolwRfT34vhT5Wf9bvU/edit#gid=1336928609

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■Creation Method

① Select the form trigger from the trigger.

② Set the question items necessary for creating the quotation.

※Example: Client company name, name, contact information, item, quantity, etc.

※Here is how to set up the form trigger: https://intercom.help/yoom/ja/articles/7973076

③ On the next screen, enter and save demo data as a sample.

④ Press the + mark under the trigger and select the spreadsheet from the operation to issue documents.

⑤ Select the spreadsheet ID of the quotation template prepared in advance from the candidates, set the Google Drive folder ID and file name to store the PDF after issuing the document, and proceed to the next step.

⑥ Press to obtain the target string for replacement, display the list of target strings for replacement, then output the values answered in the form sample of ③ into the corresponding fields, conduct a test, and if the PDF is issued correctly, save it.

※Here are the detailed settings for issuing documents: https://intercom.help/yoom/ja/articles/8237765

※Here are the detailed settings for dynamically embedding output: https://intercom.help/yoom/ja/articles/8223528

⑦ Press the + mark and select the operation to request approval.

⑧ After selecting an arbitrary approver, embed the output of the issued document, etc., in the message field so that it can be checked, and save it.

⑨ Press the + mark and select any email service from the operation to send an email.

⑩ On the next page, embed the recipient's address obtained in the form sample of ③ in the To field, enter the subject and body, press attach file, attach the document issued in ⑥, save it, and complete the settings.

※AI operations are only available in the Team Plan and Success Plan. Please note that operations set in the Flowbot will result in an error in the Free Plan and Mini Plan.

※Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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