PDFMonkey + Quotient

Create documents in PDFMonkey from newly-accepted quotes in Quotient

Looking to print a pdf document when your new quotes are approved? This integration handles that work for you, automatically. As soon as a quote is accepted in Quotient, this Zap will generate a document in PDFMonkey for you.

When this happens...
Quote Accepted
Triggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Generate Document
Generates a Document.
ActionWrite

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Supported triggers and actions

What does this mean?

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- Document IDRequired
Action
Write

- Document IDRequired
Action
Search

Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- WorkspaceRequired
- Template(s)
Trigger
Scheduled
Try It
- WorkspaceRequired
- TemplateRequired
- Use a custom JSON structureRequired
- Add Line Items
- Custom Filename
- Meta Data
Action
Write