Keep the proposal and scope appendix in one PDF
Create a proposal from your standard template and add the supplied scope pages directly to its PDF.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate document with merge
Why this helps
Clients can receive incomplete proposal packets when the scope appendix is stored or sent separately.
- Keep proposal and scope pages together.
- Use your standard proposal template.
- Reduce manual PDF assembly.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Docugenerate once in the Notis portal.
- 2Create an automation in Notis, or tell Notis in plain language from any channel.
- 3Describe the outcome in one instruction: use the supplied details to generate a proposal and append the provided scope PDF.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real proposal request and scope file.
Questions about this workflow
What does Abstract contribute to this workflow?
It can process text content supplied in the request, such as organizing scope notes for the proposal. The scope PDF itself must be supplied for appending.
Can this append a Word file or image?
The listed merge action appends additional PDF files. Supply the scope as a PDF.
Does it send the finished proposal?
No. The action creates the PDF and returns metadata, including a download URL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docugenerate. A trigger fires from one place; an action lands in another.
Abstract triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Delete template
Update Document
Renames an existing generated document.
Get document by ID
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Abstract and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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