Automate price quote Template using Recruitee Bot

Explore a no-code approach to develop fully-automated price quote workflow with Recruitee bot

• To start creating a new automated price quote workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to modify it. Place fields anywhere in a document to make it easier for users to fill in.

  

• After you’ve uploaded or created price quote, the next step is assigning this document along with its fields to recipients.

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which users.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated price quote workflow is adding the no-code bots. To add a Recruitee bot to the step, hover over the step you want to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left corner to check out the full list of the bots you can add to the step. Find the Recruitee bot, click Install bot, and configure the bot configurations.

  

• Now that your automated price quote workflow is configured, you can:

  • check how it operates by selecting Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow