- [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 boss@appsheet.com
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.