Document storage and sharing with clients

Purpose

1. Automate the end-to-end process of storing, organizing, and sharing quoting and invoicing documents with clients, seamlessly linking generated quotes/invoices to secure digital storage and ensuring automated document access for cabinet maker customers.

2. Automating these document flows reduces manual handling, speeds up client approvals, supports traceability, and maintains compliance by auditable record-keeping.

3. Enables cabinet businesses to automate notifications, document permissions, and real-time client collaboration, streamlining the customer journey in the quoting & invoicing lifecycle.

Trigger Conditions

1. Automatedly triggers upon creation, finalization, or update of a quote or invoice within the cabinet maker’s business system.

2. Triggered by customer approval/rejection, document expiration dates, or explicit user action (e.g., "Send to Client").

3. Automates upon new project setup, payment milestone, or receipt-upload events.

Platform Variants

1. Google Drive

- Feature/Setting: Auto-upload file via Google Drive API Files: create.
- Sample: Configure "parent" as client folder ID and trigger on PDF quote finalization.

2. Dropbox

- Feature/Setting: Automate file upload with Dropbox API /files/upload.
- Sample: Set path to shared client folder, automate link sharing with /sharing/create_shared_link_with_settings.

3. Microsoft OneDrive

- Feature/Setting: Automate using Graph API /drive/items/root:/path/content for file uploads.
- Sample: Assign file to specific customer subdirectory, use /createLink for automated sharing.

4. Box

- Feature/Setting: Automates file management with Box Uploads API POST /files/content.
- Sample: Enable workflow to automatedly move quote/invoice to Box client workspace and notify client via email.

5. SharePoint

- Feature/Setting: Automate document push to library with Graph API /sites/{site-id}/drive/root:/folder.
- Sample: Set up automated permissions by group for clients.

6. Adobe Document Cloud

- Feature/Setting: Automate file storage with REST API POST /api/rest/v6/agreements.
- Sample: Send invoice PDF for client review, automate access permissions and audit.

7. Egnyte

- Feature/Setting: Automator for /v1/fileops/upload for uploads, /public-links to automate sharing.
- Sample: Trigger upload after document approval, auto-generate client link.

8. Zoho WorkDrive

- Feature/Setting: Automate using Files API POST /files/upload.
- Sample: Create client-specific folders for cabinet project, automate file movement.

9. Citrix ShareFile

- Feature/Setting: Automate with /Items(file_id)/Upload and /Items(file_id)/Share API.
- Sample: Automatedly attach invoice to a secure ShareFile folder and create client access link.

10. Slack

- Feature/Setting: Automate file upload with Slack API files.upload.
- Sample: Send quote/invoice PDF to client-specific channel or DM.

11. Salesforce

- Feature/Setting: File management via REST API /services/data/vXX.0/sobjects/ContentVersion.
- Sample: Automate linking quote to client account object and email share link.

12. SAP Business One

- Feature/Setting: Automator for Service Layer POST /Attachments2.
- Sample: Automate upload upon invoice generation in SAP, share with client via workflow.

13. Trello

- Feature/Setting: Automate file attachment with POST /cards/{id}/attachments.
- Sample: Attach document to client project card for tracking.

14. Monday.com

- Feature/Setting: Automator with v2 file column attachment in mutations API.
- Sample: Automatedly add final invoice to client board item when approved.

15. Notion

- Feature/Setting: File upload via API block children append for files.
- Sample: Attach quote to client Notion database item by automation.

16. Asana

- Feature/Setting: Attachment via API POST /tasks/task-id/attachments.
- Sample: Auto-link document to project task and share with client's Asana guest login.

17. DocuSign

- Feature/Setting: Automated envelope creation with API POST /v2.1/accounts/{accountId}/envelopes.
- Sample: Send contract for signature and automate copy storage in client folder.

18. PandaDoc

- Feature/Setting: API POST /documents and POST /documents/{id}/send.
- Sample: Automate sending quote for e-signature and store result in client’s space.

19. FreshBooks

- Feature/Setting: Attach documents to client profiles with API /clients/{clientid}/documents.
- Sample: Store invoice PDF automatedly upon issue.

20. QuickBooks

- Feature/Setting: Automatedly upload file attachments to transactions via Attachable API POST /v3/company/{companyId}/upload.
- Sample: Link quote to invoice, automate shared access with client.

Benefits

1. Automates time-consuming manual document storage and sharing, ensuring instant access for clients.

2. Enables audit trails and automated compliance for quoting and invoicing documents.

3. Reduces errors by automatedly enforcing filing and permission rules.

4. Improves client satisfaction by automating delivery, notifications, and responses.

5. Supports scalability as document automation accelerates business workflows in furniture industry cabinet quoting and invoicing.