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.

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

Use Cases

  • 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