Can I filter for opportunities over a specific value?

Yes, you can customize DryMerge to filter opportunities based on their value. Just specify the minimum value for opportunities you want to trigger the proposal template creation.

Can I customize the content of the proposal template?

Absolutely! You can outline the sections you need in the proposal, and DryMerge will generate the Google Docs template accordingly.

Can I add custom branding to the proposal template?

Yes, DryMerge allows you to include custom branding elements in the proposal template. Just provide the necessary branding details.

Who benefits the most from this automation?

Sales teams benefit significantly from this automation as it streamlines the proposal creation process, giving them more time to work on closing deals.

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Google Docs + Salesforce

Generate Proposal Templates in Google Docs for New Salesforce Opportunities

Enhance your sales process by generating a proposal template in Google Docs whenever a new sales opportunity is created in Salesforce. This saves your sales team time by providing a ready-made template, allowing them to focus on customizing the content for the prospect.

New Opportunity Created

Triggers when a new sales opportunity is created in Salesforce.

Generate Proposal Template

Creates a proposal template in Google Docs for the new opportunity.

See more Google Docs to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Generate Proposal Documents for New Salesforce Opportunities in Google Docs

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate proposal templates in Google Docs for new Salesforce opportunities"

Generate proposal templates in Google Docs for new Salesforce opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Salesforce.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.