Business Proposal

Business Proposal Scenario: 

How to automate this process with Fillable Document

Step 1: Prepare the proposal 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


Step 3: Configure the Dynamic Fields

Step 4: Publish Document

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.

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

Step 7: Deliver documents to clients.

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 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.