All work
Google Apps Script · Documents · 2024
One-click PDF quotes from CRM deals
A quote generator reads the products and options on a Zendesk Sell deal, pulls pricing, shipping and logistics data from a Google Sheet, runs the calculations and produces a finished PDF.
- Client
- B2B supplier using Zendesk Sell
- Engagement
- Fixed-price, single milestone, completed
- Stack
- Google Apps Script · Zendesk Sell API · Google Sheets · Google Docs
The workflow, simplified
ReadyIllustration
Simplified illustration of the delivered workflow, with no client data.
The problem
Quotes combined deal options with a pricing and logistics sheet. Building each one by hand was slow, and calculation mistakes went straight to customers.
What I built
- Apps Script integration with the Zendesk Sell API
- Pricing, shipping and logistics lookups from a maintained Google Sheet
- Calculated totals including additional costs
- PDF output generated from a document template
Related track record
Google Sheets and Apps Script
7 contracts7 clients
2021–2024
Delivered Upwork contracts that involved this capability, and how many different clients they came from.