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.
Once you have completed creating and testing your document, you can start with setting up delivery options. To start with, click on the
+ NEW DELIVERYbutton in the LHS panel, as indicated below.
- 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