Google Docs and KoBoToolbox automations — Proposal Generation

Ready-made scenarios where Google Docs and KoBoToolbox work for you (proposal generation): pick one — a copy appears in your account and runs on its own.

4 scenarios

A project request — turned into a proposal and emailed to the client
A proposal from a form lead — as a ready document and email
Sales proposals from a form — with the value already calculated
A proposal from bullet points — in your template