Demo 1 - Making

Business Proposal

Use Case: Generate Business Proposal PDF from a templated Google document and send to customer via email on submission of Google Form

step 1: Prepare Proposal Template

Below is the template of proposal document written as Google Doc. Please note the dynamic fields in ${field} format. These will get replaced with actual values submitted in the form based on the mapping configured in Form Director.

Form Director - Project proposal Template

Step 2: Prepare a Google Form

Prepare a Google Form that collects proposal inputs such as project name, client name etc. See below for the Google Form.


note: You may use Form Builder for building form by importing from other documents

Step 3: Configure Form Director

Configure Form Director with "Google Docs" Publish Document service.

Step 4: Test the form

Test the form by submitting sample data on the form in step 2.

Adjust your Template, Form Director configuration for Fields mapping, Email templates etc., till you get to the perfection of output and email that you wanted.

Step 5: Roll it out.

Start using the Google Form and roll it out to other users or your audiences as appropriate.

That's it.

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