Focus: The focus of this document is to provide you steps on how to integrate Google Drive Service with Quote Roller.

What does the integration do? This integration will allow you to send your proposals to a secondary cloud storage space (Google Drive) to be viewed by other employees.

Step 1: Login into Your Quote Roller Account.

Step 2: On the Upper right, click on Settings, then click on Integrations, find  Google Drive and click on “Enable”.

Step 3: Connecting Google Drive and Quote Roller

A. Enter in your Google Account credentials and login.
B. Click on the Accept button

Step 4: Google Drive Settings

A. Please read through all of the notes about this integration
B. Click on the “Enable” button to enable this integration

Step 5: Using Quote Roller to add PDF to Google Drive

A. Go through the process and create a proposal in Quote Roller.
B. Send the Proposal, or click “Save As Sent.
C. Over on the right, you will see “Save PDF to Google Drive”.

Step 6: Viewing your Proposals in Google Drive
A. Access your Google Drive account at http://www.google.com
B. You will see the name of the proposal in your Google Drive account.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.