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
- Prepare proposal template
- Configuring Setup
- Configure the Dynamic Fields
- Publish Document
- The Client submitting data in the Form
- Submitted Data stored in Google Sheet instantaneously
- Deliver documents to clients
- View Form Responses
Step 1: Prepare the proposal template
The business staff first prepares a proposal template in Google Document.
He can add dynamic fields in ${field} format.
Note: Click on Make a copy to get your own copy of the template and modify as per your need
Step 2: Configuring Setup
Click on Add-ons>> Fillable Document>> Start.
Click on Start setup to set up the document.
Click on Automatic Setup to set up the document automatically.
Click Manual Setup to set up the document automatically.
Note:
If Automatic Setup is selected a destination spreadsheet & a destination folder will be created automatically for saving the data.
If Manual Setup is selected you need to configure the destination folder & destination spreadsheet manually.
Step 3: 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 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
Step 7: Deliver documents to clients.
Customize the Email Template as required.
So once a document has submitted an email with the generated PDF will be attached to the email and sent to the clients.
Step 8: View Form Responses
To see the submitted records, the Manager needs to follow the following steps below.
Open the "Fillable Document" add-on from the Google Document.
Click on "Open Web Form"
Click on the "Form Responses" icon on the toolbar.
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.
