Build a Quote Proposal Mobile App in Minutes from Google Sheets

Build a Quote Proposal Mobile App in Minutes from Google Sheets


– [Instructor] Hello, this
is Eddie from AppSheet here to help you build a
quote proposal app in minutes. Here you can see that I’ve
prepopulated a simple spreadsheet for a quote proposal. We have our column headers
which should always be located in the first row, which include
customers, hours worked, cost per hour, discount, tax
rate, total and quote accepted. If you’d like to get started
building your own app, go ahead and download the sample data in the description of this
video to follow along. Now there are two ways to start building your app on AppSheet. You could use the AppSheet add-on or you could head over to appsheet.com and go ahead and start for free. If it’s your first time in the system, it’ll walk you through
a quick login process. From here, we’ll jump to new app. We’ll start with our own data. We’ll call this quote proposal app. We’ll choose our data
source, in this case Google. Find our quote proposal spreadsheet. And here you can see that AppSheet has taken its first attempt
at configuring our app. Now let’s go ahead and
fix this app to enable the basic functionality that we’ll want. For purposes of this demonstration, we’ll keep things pretty simple. So here you can see
that in our data section we have our tables and we
have our quote proposal table. If this was a more complex app, we could use additional tables. Here we’ll also allow adds and deletes so that we can add and delete rows of data directly from our app. Now jumping over to columns,
we can see that AppSheet has interpreted each of our columns and assigned a data type to them. AppSheet’s normally pretty good at assigning the right data type. Now here in the total section, let’s go ahead and add
in a AppSheet expression. Now these are very similar
to Google Sheet formulas and Excel formulas. In this case, what we’ll
do is we’ll go to columns, we’ll say hours worked and let’s multiply that
by our cost per hour. So now we’ve created a simple expression that computes our total
from our hours worked multiplied by our cost per hour, multiplied by one minus
our discount percent, multiplied by one plus
our tax rate percent. So you can see how that works across to give us our final number here. Now I’ll go ahead and save this. Here in the slices section, we can create subsets of our existing data but we’ll skip this for now. Go jump over to UX and here you can see we have our quote proposal primary view. You can have up to five
views on the bottom and additional views in the menu. Let’s actually change this to a table view and we’ll actually change
the column order as well. So we’ll have the first
column be our customer and our second column be our total. Now let’s group these by quote accepted, let’s put that in reverse order. And we’ll sort them by total. Here in display, let’s
go ahead and change this to a dollar icon. Now we have our first view quote proposal. Just to show you, let’s also
just add a quick form view. We’ll put this on the right and we’ll call this new quote. So now we have our quote proposal view and our new quote view. At any time, we can jump over
to preview other form factors and we can see what this
looks like on a smartphone, we could rotate it, or on a tablet as well. We could also open this up in full screen and you’ll see what this looks
like as a functional web app. From here, we’ll jump over to brand and if we wanted we could
have our own custom app icon. In this case, let’s just
use the dollar sign. We could create our own background
images and launch images, create custom formatting rules. In our behavior section, we could create a new action if we’d like. New actions allow us to do things like quickly send emails, phone calls, jump to different parts of the app. We could also create workflow rules. In this case, let’s create
a email quote workflow and we’ll just say that
whenever there’s a change that happens or a new
quote that’s created, let’s go ahead and email. In this case, we’ll enable a expression and we’ll just go ahead and insert email. And so just like that, whenever we generate a
new quote for a person, then we’ll send them
automatically an email based on their email in the email column. Here, under reports, we could
quickly create a new report and we’ll just call this a monthly report and we’ll say that on every
given month at any given time for our table quote proposal, let’s go ahead an email [email protected] We’ll save these. Now we’ll head over to security and you can see that in this case, we’ve enabled secure sign-on through Google, our domain
authentication provider. But you could use other domain
authentication providers based on your data source. If you were using DropBox or Office 365 or Smartsheet Salesforce Box,
Sequel, whatever the case. At any given time, we could
also head over to users and we can either add an entire domain or we can add a specific user, very simply, and just like that they
would receive an email to test or use this app. So when you’re ready to go, just head over to not deployed and this will automatically
run our deployment check and we’ll move our app to deployed state despite not having fixed our descriptions. And now I want to give you a brief sense of what this looks like
on an actual device. So here you can see that we have my personal smartphone device. I’ll go ahead and jump into my email and I will find the quote proposal app. I’ll install it in Safari
on iOS or Chrome on Android. We’ll hit install, open up AppSheet and here you can see that we
have our quote proposal app. So we can jump into any of
these individual entries, we could edit these on the fly. Keep in mind that any edits
that you make on your device will automatically be synced to the cloud. We could also create a new quote. And there you have it, that is our basic quote proposal app. So with that, let us know what you think. We’d love to hear from
you in our comments. Don’t forget to subscribe to our channel and when you’re ready to get started, go ahead and follow the links
in the video description or head over to appsheet.com Thank you so much for watching.

Danny Hutson

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