Copy our consulting quote template and automate your consulting business invoice process with ease. Customize consultant quotations, streamline services, and manage clients more efficiently with our fully customizable solution.
You can create consulting quotes automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free quote template in Google Sheets which contains all kinds of different elements including your company logo, unique quote numbers, payment terms, available online payment methods, and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs quote template, customize your blank quote template with column tags, attach it to an email, and finally click 'Start automation', and voila!, you’ve automated your quotes from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into quote templates, double check all the information is correct, save it as a pdf, and then send the quote to your customers. That’s why we’ve come to the rescue to help with your consulting business.
With Portant, you can connect a Google Sheet to a professional consulting quote template, click a few buttons, and professional quotes will be magically generated and sent whenever you need to. You can also customize the email and who it's sent from (e.g., accounts@portant.co). It's easy to place your consulting quotes on autopilot.
Select the Sheet you want to create quotes from.
Connect a Google Doc quote template
Click 'insert' to place tags in your quote template
Then generate a quote from your Google Sheet
To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:
When you connect your Google Sheet, you can replace our quote template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with a quote😀)
Open the document block and add tags into your quote template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same quote(e.g. if your line items are split on separate rows in your Google Sheet)
Open the email block and customise how you'd like to share your quote. You can also edit the email quotes are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your quotes will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!
Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.
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Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.
Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.
This product is a gamechanger for all of those painful manual document merges, love what you and the team have built!
Love this product, have been using it for over a year and the integration to Google Workspace is awesome. I've provided feedback in the past and these features are now in the product so lots of credit for listening to your users!
Portant takes the boring repetition out of my invoicing, plus I’m now creating personalised slideshows for each of my clients, all automatically. Wish I’d had this sooner!
Portant is incredible! With Portant's AI feature, I generated a marketing plan tactic in seconds and totally automated from a Google Form. I can't wait to launch my lead generation campaign using this tool.
Portant helps us automate workflows related to many document types - proposals, invoices, contracts, and pitch decks. It saves us time generating the documents and has eSign built in. Portant's customer support are very responsive to any questions or feature suggestions too.
From a single master database I can create mail merged .pdfs, emails envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.
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This software brilliantly takes over the tedious process of creating and sending invoices, a task that used to consume a considerable chunk of my time. With just a few clicks, I can now generate invoices, dispatch them to clients, and maintain a systematic record in Google Sheets. This not only saves time but massively reduces errors of data entry.
Truly a gamechanger! There are a number of things that I want to do but doing manually would waste a ton of time. Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
See why 40k teams have switched to Portant. In a few mins, we'll show you how to transform your sales workflows and close more deals.
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