When an application is submitted through the form, create a quotation based on the application details and send it to the customer, then add the details to the database.

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■Overview

When a response is submitted to the Yoom form, a quotation is created and sent, and the information is added to a Google Spreadsheet.

It is possible to send quotations and accumulate data using only the form responses.

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■Preparation

・It is necessary to register (link) with the apps you will use in advance. The following is a reference guide for linking.

※There may not be a detailed guide available for apps that allow simple linking.

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

・Prepare a Google Spreadsheet that will serve as a template for the quotation in advance.

※Since a function linking product names and unit prices is used, please refer to the actual sheet for details.

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■Google Spreadsheet template for quotations in use (view-only access. Please make a copy if you wish to use it.)

・https://docs.google.com/spreadsheets/d/1xs7xtXNf_eRbSwqy60nzj8pgRJF-sF3EHmFIj0wiDSE/edit#gid=1336928609

※Since product names and unit prices are linked using VLOOKUP on a separate sheet, please hide that sheet when issuing documents.

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■Google Spreadsheet for data accumulation in use (view-only access. Please make a copy if you wish to use it.)

・https://docs.google.com/spreadsheets/d/1ufWo-xXgeEa8WNesy21TmhGYjphzOSQ0OwPvIg-8e_I/edit#gid=0

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■Creation Method

①Select the form trigger, configure the following settings, and save.

・Each question item: Set question items such as name, contact information, product applied for, and required quantity for the application form.

・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.

※For details on form settings, please refer here.　https://intercom.help/yoom/ja/articles/8009267

②Press the + mark under the trigger, select the operation to issue a document from the spreadsheet, configure the following settings, and test/save.

・Spreadsheet ID: Select the spreadsheet ID to be used as the template for the quotation prepared in advance from the candidates.

・Google Drive folder ID to store: Select the folder ID to store after issuing the document from the candidates.

・File name: Set an arbitrary file name. It is also possible to embed the values obtained in ① (embed the output).

・String to be replaced: Embed the values obtained in ① for the corresponding string (embed the output).

※For the setting method of the operation to issue a document, please refer here.　https://intercom.help/yoom/ja/articles/8237765

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

※Please hide the sheet prepared to link products and unit prices at this point.

③Press the + mark, select the operation to send an email, choose any email tool, configure the following settings, and save.

・To: Embed if the address was obtained in ①.

・Subject, body: Enter each. It is also possible to embed the values obtained in ①.

・Attachment: Select to use the output, and choose the issued document as the value.

※For details on the operation to send an email, please refer here.　https://intercom.help/yoom/ja/articles/5462307

④Press the + mark, select the operation to manipulate the database from Google Spreadsheet, configure the following settings, and test/save.

・Execute action: Add a record

・Spreadsheet ID: Click the field and select the prepared spreadsheet for accumulation from the displayed candidates.

・Sheet name: Click the field and select the target sheet from the displayed candidates.

・Table range: Specify the range including column names. In this example, it is set as A1:G.

・Values of the record to be added: Column names will be displayed, so embed the values obtained in the form in ① in the appropriate column name location like {{○○}}.

Additionally, if there is a flag for the quotation sent, you can enter fixed text such as "sent" manually to input a fixed value each time.

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

※For the definition regarding the table range in Google Spreadsheet, please refer here.　https://intercom.help/yoom/ja/articles/8703465

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