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.

Click on the Deliveries tab and choose desired delivery type to start with.

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