<- All use cases

Create price quote in Google Docs for each new row in a Google Sheet

Use this Lido automation to create price quotes in Google Docs automatically when a new row is added to a Google Sheet.

Try this in Lido for free ->Schedule an onboarding call
Watch demo video
Lido is trusted by sales, marketing, and operations teams at:
and 100s of other companies

Why you should use this

This automation creates a detailed price quote in a Google Doc each time a new row is added to a Google Sheet, 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 a Google Sheet. A new price quote Google Doc is created for each new Google Sheets row.

Schedule an onboarding callTry this in Lido for free ->

When a new row is added to a Google Sheet

Connect your Google Sheet to Lido with one-click. This automation will run each time a new row is added to your Google Sheet.

Automatically create a price quote Google Doc from a template

Use Lido's CREATEGOOGLEDOC formula to merge your sheets 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.
Instructions from the Lido blog ->
Youtube video ->
Talk to a product specialistTry this in Lido for free ->

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.
Talk to a product specialistTry this in Lido for free ->

Related Use Cases

Discover more workflows you can automate with Lido.

Convert Financial Statements to Google Sheets

Lease Abstraction Software

Credit Card Statement Converter

Packing List OCR

Send Slack messages based on dates in a Google Sheet

Convert Image to OCR PDF

View all