Business Proposal

Business Proposal Scenario:

  • A Business manager wants to create proposal for his/her client to get the project.

  • The Manager wants the staff to submit the proposal.

  • Then the Business Manager will review the proposal and deliver to client through email.

How to automate this process with Fillable Document

Step 1: Prepare the proposal

  • The business staff first prepares a proposal template in Google Document.

  • He can add dynamic fields in ${field} format.

3. Business proposal

Step 2: Configure the Dynamic Fields

  • Open Fillable Document on the prepared Google Document Template.

  • Dynamic fields found in the template will be automatically identified by Fillable Document.

  • By default, the field types are text.

  • Configure different types (name, grade, mark, etc) and other configurations as required.

Step 3: Configure Settings

Go to the settings tab and configure the destination folder and spreadsheet here.

  • Setup the destination spreadsheet to store the form submissions.

  • Setup the destination folder to store the generated documents and PDFs.

  • Setup the Email Template so that the Business Manager can send PDFs to clients with the required custom message.

Step 4: Publish Document

  • The Business Manager can make the Form available to all of the staff by publishing the form

  • The Business Manager will publish the template to his/her staff by clicking Publish Form.

  • If you don't want to keep track of user activity (like user email) switch off Always ask Google Login before publishing.

Step 5: Staff submitting data in the Form

Important Note: You need to be signed into Google Account to see the below form.

Step 6: Submitted Data stored in Google Sheet instantaneously.

  • The Business Manager can see the submitted data in the Google sheet immediately.

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

3. Business proposal_config

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

  1. Open the "Fillable Document" add-on from the Google Document.

  2. Click on "Open Web Form"

  3. Click on the "Form Responses" icon on the toolbar.

  4. Click on a record to select for generating the document.

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

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

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

Sample Generated Document

Now business manager can send generated document as Email by clicking on "Send as Email" to the client.

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