Issue a contract using an Excel template based on the form responses and send it via Outlook email.

  1. Apps
  2. Microsoft Outlook
  3. Issue a contract using an Excel template based on the form responses and send it via Outlook email.
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■Overview

‍Using customer information entered in the form, a contract PDF is generated based on a template created in Excel and sent via Outlook email.

The contract format can be created in any Excel format.

However, please note that the template needs to be created in Excel Online.

Additionally, the content of the email sent via Outlook can be freely customized.

Please modify it to your desired email content and use it.

‍

■Notes

‍・It is necessary to set up account information for integration in the operation of each app.

・Please prepare the contract template in Excel Online.

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