Workflow for Insurance Sales Script

I need helping creating a workflow that inserts the information I add into a client qualification form, and quotes into the sales script to be used on the 2nd appointment.

Hey @Barbara Sarti

Could you please tell us what application you are using for creating a sales script? So that we can look into it and can guide you accordingly.

I'm using Google Docs

Hey @Barbara Sarti

Regarding your concerning workflow, you can refer to the following video tutorial.

youtube.com/watch?v=mKo_X5WYOAU

For more - https://www.youtube.com/@Pabbly/search?query=Google%20Docs%20reciept