When a response to the quote is submitted in the form, issue a quotation using Microsoft Excel and send it via Outlook email.

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■Overview

Using the content entered in the form, documents are issued using an Excel quotation template.

After that, the issued documents are sent to the recipient via email.

Document issuance can be done not only with Excel but also with Google Sheets and Google Docs.

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■Preparation

・Prepare a template document (Excel) for issuing documents.

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■Excel currently in use (view-only access. Please make a copy if you wish to use it)

https://yoominc-my.sharepoint.com/:x:/g/personal/demoyoominconmicrosoft_com/EVC6m0E6HSlNmdXypTevGXEB1fgCihZnzjGnTgAbsWqTsw?e=nOQHGw

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■Creation Method

① Create a new Flowbot and select "Create from scratch".

② Select the form trigger from the triggers, configure the following settings, and save.

・Form Title: Give it a title of your choice. This title will be displayed to respondents.

・Each question item: Set the information necessary for issuing documents and sending emails to the recipient. *You can add more questions by clicking "Add question".

・Acquired values: On the next page, you can input demo values for the questions you set. Enter demo values as they will be used in later tests.

*For instructions on setting up the form, please refer here. https://intercom.help/yoom/ja/articles/8009267

③ Click the plus sign, select Excel from the operations to issue documents, configure the following settings, and test/save.

・File storage location: Select OneDrive or SharePoint where the target Excel is stored.

・Drive ID/Site ID: Select the drive ID for OneDrive or the site ID for SharePoint.

・Item ID: Click and select the Excel template you want to issue documents from the candidates.

・File name (optional): If the item does not appear in the item ID, enter the file name here and select the item ID again.

・Folder ID for storage: Select the folder ID to store after issuing the document from the candidates.

・Folder name for storage (optional): If the item does not appear in the folder ID, enter the folder name here and select the folder ID again.

・Output file name: Set an arbitrary file name. You can also embed the values obtained in step ②. (Embedding output)

・String to be replaced: Embed the values obtained in step ② for the corresponding string.

*For instructions on setting up the operation to issue documents, please refer here. https://intercom.help/yoom/ja/articles/8237765

*For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528

*If the site ID does not appear in SharePoint, please refer here. https://intercom.help/yoom/ja/articles/9003081

④ Click the plus sign, select any email tool from the operations to send emails, configure the following settings, and save.

・To: Click the field and embed the address obtained in step ②.

・Subject/Body: Enter arbitrary values. You can also embed the values obtained in step ② as before.

・Attachment: Click "Add attachment", use the output, and select the issued document from the candidates.

・Test: You can check the reflected content on the next page and conduct a test. (Please note that it will actually be sent)

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■Notes

・Pre-registration (integration) with the app to be used is required. The following is a reference guide for integration.

*There may be no detailed guide available for apps that can be integrated simply.

https://intercom.help/yoom/ja/collections/3041779

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