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Why you should use this

This automation creates a detailed price quote in Google Docs for each new entry in a Google Sheet and emails it to the relevant team members. It ensures a swift and standardized response to client inquiries, enhancing efficiency and maintaining consistency in sales documentation. By automating this process, teams can focus more on client engagement and less on administrative tasks, fostering faster sales cycles and improved customer service.

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.

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>)

Email the price quote to your team

Automatically email the newly created price quote Google Doc to your internal team members.

=SENDGMAIL(<sender-credential>, <recipient-list>, "New price quote", "Please find the new quote attached", <attachment url>)

The list of team members can optionally be maintained in a Google Sheet and passed through the <recipient-list> argument in the formula as an array.

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 teams, account managers, and small business owners who need to generate and distribute price quotes rapidly as new orders or inquiries are received. This automation is particularly beneficial for those aiming to improve response times and streamline sales processes.