When a response to the estimate is submitted in the form, issue an estimate in Microsoft Excel and send it using Outlook Mail.

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  2. Microsoft Excel
  3. When a response to the estimate is submitted in the form, issue an estimate in Microsoft Excel and send it using Outlook Mail.
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■Overview

‍This flow involves entering quotation information into a form, and once the response is submitted, a quotation is generated using a Microsoft Excel template and sent via Outlook email.

It is a convenient flow that allows you to complete the issuance of a quotation and sending of an email with just the form response.

Flowbot image video・https://youtu.be/Ux3-vSwuSro Although Gmail is used in the video, the same behavior occurs when switched to Outlook.

‍

■Notes

‍・Please integrate Microsoft Excel and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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