PDF proposals from a request — sent to the client automatically

From a request the scenario builds a proposal, enriches it with company data, turns it into a PDF, saves it to storage, and sends it to the client with a note to your team.

• The proposal is built from the request with no manual layout
• Company data is filled in automatically
• A ready PDF goes to the client, a copy to storage
• Your team gets a note about the new proposal

WebhookGoogle DriveGmail