Create proposals automatically from SmartSuite with Make & Docs
Zack @ InnerDev Solutions
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We help businesses eliminate wasted hours, simplify complex workflows, and cut operational costs using custom no-code automation. Discover practical tutorials and proven strategies to build internal tools and automate processes with platforms like SmartSuite, Airtable, Make, Fillout, Relay.app, Noloco, and more. 🚀 What You'll Learn: - CRM & Sales Management: Keep track of clients, leads, and sales effortlessly. - HR Systems: Automate onboarding, timesheets, and employee management. - Project Management: Save your team hours each week with smarter workflows. - Order & Inventory Management: Streamline quoting, invoicing, and inventory tracking. 🎯 Who We Serve: Small-to-medium businesses, teams, consultants, and founders seeking clear, actionable automation to boost productivity and scale efficiently. 📩 Get Customized Help: Book a consultation: https://innerdevsolutions.com Subscribe for weekly tutorials to automate your business, simplify your workload, and improve productivity!
Video Description
How to automatically generate proposals and contracts from your SmartSuite CRM with Make (formerly Integromat). You can easily recreate this automation in Airtable or other databases that store the data that needs to be replicated on the proposal. Once the workflow has been developed you can simply click a button and the proposal document will be created in Google Docs. _________________________________________ Learn more here ⬇️ Contact Us - https://innerdevsolutions.com LinkedIn - https://www.linkedin.com/in/zackstevenson _________________________________________ Table of Contents 📖 ⬇️ 0:00 What we cover 1:37 Getting started 5:10 Google Docs template 6:14 Make scenario - Webhook module 8:23 Get SmartSuite record module 10:07 Create document from template module 13:11 Update SmartSuite record module _________________________________________ Software Tools (may contain affiliate links) ⬇️ Sign up using the links below! SmartSuite - https://partners.smartsuite.com/zack Make (formerly Integromat) - https://www.make.com/en/register?pc=innerdev _________________________________________ #zackstevenson #SmartSuite #Contracts
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