Demo 12 - Bulk Project Proposal

• A consulting firm frequently prepares project proposals tailored for 100's of clients, each with specific details such as client name, project scope, milestones, and cost estimates.

• By using Fillable Document for Sheets, the firm automated this entire process—saving hours of manual work and ensuring every proposal followed a consistent format.

1. Prepare the Proposal Template

2. Set Up Configuration

3. Connect the Dynamic Fields

4. Publish Configuration

5. Test Document Generation

6. Perform Bulk Generation

7. Send Documents Automatically

• The firm’s consultant prepares a Google Docs proposal template that contains placeholders in ${field} format for all dynamic values such as:

• ${ClientName}

• ${ProjectScope}

• ${Milestones}

• ${CostEstimate}

• ${ProjectManager}

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

In the configuration wizard:

• Select the proposal template created in Google Docs.

• Choose or create the destination folder where generated proposals will be saved.

• Map each dynamic field (from the template) to the corresponding column in your Google Sheet.

• Configure the email template if you wish to automatically send generated proposals.

Once complete, your setup is ready to generate proposals dynamically.

Before generating in bulk, the firm performs a test generation:

• In Control Center, click Test Generate.
  
  

• Select a specific row from the Sheet to test.
  
  

Fillable Document generates a proposal using data from that row, and the output PDF/Doc is automatically linked back to the Sheet.

You’ll see additional columns appear, including:

• Fillable Status

• Fillable Doc Link

• Fillable PDF Link

• Modified by

• Modified at

Now, for generating all proposals:

• Click Bulk Generate in Control Center.

• Choose All Rows or Matching Rows based on your requirement.

✅ All Rows: Processes every record in the Sheet (e.g., all 100 clients).
✅ Matching Rows: Allows you to filter based on criteria (e.g., Project Name = “Manufacturing Optimization Project”).

Once initiated, Fillable Document automatically generates and stores all proposals in the designated destination folder.

With the email template configured, each generated proposal can be automatically sent to the corresponding client.

Emails are personalized and include:

• The client’s name and project details

• The attached proposal PDF

• Any custom message from the consulting team

This ensures professional and consistent communication without manual intervention.

The firm can easily review and manage generated proposals:

• Open the linked destination folder in Google Drive to view all generated proposals.

• Track submission or generation details directly from the Google Sheet using Fillable Document’s added columns.

• Re-generate or re-send specific proposals anytime via Control Center.
  
  

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