Generate a quotation document in Microsoft Excel based on the responses provided in the quotation form and notify on Workplace.

  1. Apps
  2. Microsoft Excel
  3. Generate a quotation document in Microsoft Excel based on the responses provided in the quotation form and notify on Workplace.
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■Overview

‍This is a flow that issues a quotation using a pre-prepared Microsoft Excel quotation template based on the responses provided in the Yoom form and notifies Workplace.

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

You can freely set the content to be notified to Workplace.

‍

■Notes

‍・Please integrate Yoom with both Microsoft Excel and Workplace.

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

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