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.

Currently a Shortlist customer?

Configure this integration in your account today.

See Documentation

Shortlist x Google Docs Integration

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