Deliveries
Deliveries allow you to send your generated document to the desired destination. Example, you can email your document, or send it to Zoho CRM, or store it in Dropbox/Google Drive.
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Deliveries allow you to send your generated document to the desired destination. Example, you can email your document, or send it to Zoho CRM, or store it in Dropbox/Google Drive.
Last updated
Was this helpful?
Once you have completed creating and testing your document, you can start with setting up delivery options.
Click on the Deliveries tab and choose desired delivery type to start with.
Generate and Email PDF from Google Forms response
Create and Email personalized Sales Documents When a Lead is Created in SalesForce
Generate Documents and store in Google Drive or Dropbox for Backup & Audit
Send generated documents to Docusign for e-Signing
