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
Last updated