Capture quote requests without rebuilding the details
Start from a document containing the customer's request and the details your team needs to prepare a quote.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Quote requests often arrive as informal messages that are easy to misread or leave incomplete.
- Put submitted request details into a consistent format.
- Make quote preparation easier to hand off.
- Keep the customer's original context available for review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docugenerate once in the Notis portal.
- 2Create an automation and name it for quote request documents.
- 3Tell Notis to use the webhook request's customer and quote details to generate a draft request document with your chosen template.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real quote request and review the generated draft.
Questions about this workflow
Does this calculate or approve a quote?
This workflow creates a document from supplied details. Any pricing rules, calculations, or approval decisions must be provided separately.
What starts the workflow?
A Notis webhook request starts it. No 2chat trigger event is listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docugenerate. A trigger fires from one place; an action lands in another.
2chat triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
2chat and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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