Generate PDF invoice based on Google Shreadsheet template and sales CRM deal.
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概览
Problem:
Many companies use Google Spreadsheets for designing invoice templates, and sales CRM tools such as Salesforce or Pipedrive to manage deals. Then for each deal, the template is copied and deal values are pasted manually.
Solution:
Integrate Google Spreadsheet with Sales CRM tools (currently Pipedrive only). Use automation that takes Google Spreadsheet template and sales CRM deal as input, and outputs ready-to-print Spreadsheet invoice.
Works in 3 steps:
1. Create a design of the invoice
2. Use add-on to copy/paste the deal fields placeholders where needed
3. Use add-on to find a deal and merge it into a template, which will result in a new sheet that is ready to be printed.
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Zadong invoicing”将请求获得以下权限。了解详情
Zadong invoicing”将需要访问您的 Google 账号
这样可让Zadong invoicing
在 Google 表格中创建电子表格,以及查看、修改和删除您在 Google 表格中的所有电子表格
连接到外部服务
查看您所在的国家/地区、使用的语言和时区
查看您的 Google 账号的主电子邮件地址
查看您的个人信息,包括您已公开的任何个人信息
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