Shortlist–Google Docs Integration
Overview
Shortlist’s Google Doc integration creates synchronization possibilities between the two platforms to improve efficiencies in payments and billing.
Data can passed from Shortlist to Google Docs to create an automated papertrail of valuable documentation for record keeping, offline printing, and more.
Features
Create Contract
Automatically generate a SOW contract in Google Docs by pulling in info like engagement details, critical dates and deliverables from a Shortlist Task.
Auto-update documents
When you make adjustments to Projects or Tasks, this will be passed to the corresponding document so that you’re always up-to-date.
Invoice Creation
Automatically generate an invoice for completed work by pulling in payment and work details from a Task. This can even be done using hourly work via Shortlist Timesheets.
Initiate Shortlist Action from Docs
If your project management workflow involves Google docs, you can jumpstart an engagement in Shortlist by auto-creating Tasks from information provided in a Google doc.
Shortlist x Google Docs Integration
Smart editing and styling tools to help you easily format text and paragraphs
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