Automate request for quotation Template using Noko Bot

Discover a no-code way to create fully-automated request for quotation workflow with Noko bot

• To start building a new automated request for quotation workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to personalize it. Place fields anywhere in a document to make it easier for users to complete.

  

• After you’ve added or created request for quotation, the next step is assigning this document along with its fields to individuals.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

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

  

• The final stage of configuring an automated request for quotation workflow is setting up the no-code bots. To add a Noko bot to the step, hover over the step you intend to automate and choose 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 complete list of the bots you can add to the step. Find the Noko bot, click Install bot, and configure the bot settings.

  

• Now that your automated request for quotation workflow is set up, you can:

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