Here is how to build a system that facilitates the sharing of multiple files. When a quote is approved, a folder is automatically created in Box and a share link is automatically created in that folder. The approved quote file and related files are then automatically uploaded.
Learn how to build a no-code system that automatically deletes Google Drive files. Approved quote files are automatically uploaded to Google Drive. An email is then automatically sent to the customer with a URL to view and download the file. After a certain period of time, the quote file is automatically deleted.