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.
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.
Install Form Director from Gsuite Marketplace
Open Form Director and select Google Docs from the list of apps
Choose a template in which the fields need to be mapped.
Choose the folder in which the output should be saved.
Click on Setup Mapping and assign the app fields to the corresponding form fields.
Select the type you need to attach PDF of Document
Click on Edit Email Template and customize your email template so that you will receive the notification mail according to the email provided in the template.
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.
Live Demo:
Generated Form Link : Form Link
Feel free to try this form by submitting some data.
Please use a valid email address so that the generated proposal PDF will be sent to that email.
Generated Sample Output :
Form Director - Project proposal Template_12_12_2018_09_33 AM.pdfStep 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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