Invoice

Business Scenario: 

How to automate this process with Fillable Document

Step 1: Prepare the Invoice Template


Note: Click on Make a copy to get your own copy of the template and modify as per your need 

Step 2: Configuring Setup

Note: 

Step 3: Configure the Dynamic Fields

For example we have configured 

Step 4: Publish Document

Step 5: Staff submitting data in the Form

Step 6: Submitted Data stored in Google Sheet instantaneously.

Note: If you have submitted the form in previous step, you should see your submitted data here.

If you are not able to see the data you have added, then please refresh the page and try

Fillable Doc Test - destination spreadsheet

Note: If the form is published with auto generation of Document/ PDF and Send Email, then those processes will be initiated upon form submission automatically. (it may take upto an hour to complete)

Step 7: Deliver documents to customers.

Step 8: View Form Responses

To see the submitted records, the Manager needs to follow the following steps below.

5. Click on "Generate" to generate the merged document

Below is a sample generated document and screenshot for email delivery.

The Manager can generate multiple documents based on records needed. (have a look

Sample Generated Document

The Business Manager can send generated document as Email by clicking on "Send as Email"

Hope you enjoyed the demo and now you can use it in practice in your business.