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Why you should use this

This automation creates a detailed price quote in a Google Doc each time a new Google Form response is recorded, streamlining the quote generation process. It ensures that each quote is tailored to the client's specific requirements, reduces manual entry errors, and speeds up the sales cycle, allowing teams to respond to client inquiries with professionalism and efficiency.

How it works

This automation fills a price quote Google Doc template with dynamic fields from Google Forms responses. A new price quote Google Doc is created for each new Google Form response.

When a new Google Form response is submitted

Connect your Google Form to Lido with one-click. This automation will run each time a new Google Form response is recorded.

Automatically create a price quote Google Doc from a template

Use Lido's CREATEGOOGLEDOC formula to merge your Google Forms response data into a pre-made price quote Google Doc template.

CREATEGOOGLEDOC(<Google drive credential>,<path to template>,<file name>,<output cell>)

(optional) Email the price quote to the customer

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for sales representatives, account managers, and small business owners who need to quickly generate accurate price quotes for clients. This tool is especially beneficial for those who handle a high volume of custom orders or services.