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 an 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, date etc) and other configuration as required.

Step 3: Configure Settings

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

  • Setup Destination spreadsheet to store the form submissions
  • Setup Destination folder to store the generated documents and PDFs
  • Setup Email Template

Step 4: Publish Document

  • Manager will publish the template to his staff by clicking Publish Form(4rd option in tab).
  • If you don't want to keep track of user activity (like user email) tick Anonymous before publishing
  • Business manager will generate the invite link and for all invite staff by mail.

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.

  • 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, business manager need to follow the steps below.

  1. Open "Fillable Document" add-on from the Google Document
  2. Click on "Open Form as Web App"
  3. Click on "Form Responses" icon on the toolbar
  4. Click on a record to select for generating document

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

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

Teacher can generate multiple documents based on records needed. (have a look)

3.pdf

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.