How to Create Personalized Documents from a Google Spreadsheet in Minutes

-

Introducing Document Studio, a powerful Google add-on that lets you effortlessly generate documents and reports using merge data stored inside Google Sheets. It can also create documents with live data from Google Forms submissions. The generated documents can be automatically sent inside personalized email messages using built-in Mail Merge.

There’s zero learning curve and you can work inside the familiar Google Docs environment. The documents can be produced in PDF, Word, Excel, PowerPoint and several other formats. The generated files are uploaded to your Google Drive, they can be instantly shared and there’s also an option to send files directly to the printer via Google Cloud Print.

The uses cases are endless. Businesses can streamline workflows and send professional looking invoices to customers. A school teacher can print individual exam certificates of every student in her classs. An instructor can generate personalized training handouts for attendees.

Getting Started with Document Studio

It takes 3 easy steps to get started.

  1. Create a template inside Google Docs, Google Sheets or Google Slides and add placeholders, such as or , for merge fields.
  2. Create a Google Sheet with the source data. The column headings will correspond to the placeholders in the template while the rows represent the records.
  3. Install the document merge add-on and follow the wizard to produce the documents. Document Studio will create one document per row in the sheet.

Document Studio includes a WYSIWYG email editor to help you send the merged documents to one or more recipients inside personalized email messages.

If your template is a Google Spreadsheet and it contains any formulas, they are re-calculated and evaluated in the generated document. You can also include unique images, Google Maps, QR Code images and PayPal payment links in generated documents with the help of simple spreadsheet functions.

In addition to document merge, the add-on can also be used for creating documents in real-time from Google Forms submissions.

Watch the video tutorial on YouTube or check the help center to learn more about Document Studio.

automate document workflow

source:http://ift.tt/2xIzYXT

Comments

Post a Comment

Popular posts from this blog

The 101 Most Useful Websites

-
Image
Presenting the 101 most useful websites on the internet. These sites, well most of them, solve at least one problem really well and they all have simple web addresses (URLs) that you can memorize thus saving you a trip to Google. The Most Useful Websites and Web Apps ctrlq.org/screenshots  – for capturing  screenshots of web pages  on mobile and desktops. dictation.io  – online voice recognition in the browser itself. zerodollarmovies.com  – find full-length movies on YouTube. screenr.com  – record movies of your desktop and send them straight to YouTube. goo.gl  – shorten long URLs and convert URLs into  QR codes . unfurlr.come  – find the original URL that’s hiding behind a short URL. qClock  – find the local time of a city using a  Google Map . copypastecharacter.com  – copy special characters that aren’t on your keyboard. postpost.com  – a better search engine for twitter. lovelycharts.com  – c...
Read more

Compare MacBook Prices Worldwide with Google Sheets

-
Image
Looking to buy the new Macbook Pro with M3 chips? Wondering if it would be cheaper to purchase a Macbook in your local Apple store, or ask a friend who is travelling from Singapore or Japan to bring one for you? Here’s a Google Sheet that can help you compare prices of MacBooks in different countries. It takes the current prices of MacBooks from Apple online stores in different countries and converts them to a common currency (US Dollars). The exchange rates are fetched directly from Google Finance so the prices will update automatically when the exchange rates change. How the Macbook Price Comparison Sheet Works I have written a Node.js script that fetches the current prices of MacBooks from the Apple website and writes them to Google Sheets. Here’s the code that scrapes the Apple website and parses the HTML to extract the prices. Get Macbook Prices from Apple Website Apple uses JSON-LD to embed structured pricing data in their web pages that can be easily parsed using che...
Read more

Interesting Websites to Visit When You’re Bored

-
The 15 Interesting Websites Dear Photograph  – The website features photographs of people holding up old pictures that were taken at the exact spot several years ago. Some of the best photographs are now compiled in a  book  (dearphotograph.me). Textastrophe  – This website is a reminder of why you shouldn’t post your cell phone number on public websites. The creator starts a text conversation with random numbers found on Craigslist ads and publishes the transcript on the internet. The chats are funny and I hope its real because  screenshots can be faked  too (textastrophe.com). Stratocam  – This is like an online self-running slideshow showcasing some of the best satellite images found on Google Maps. Run the website in full-screen mode (Ctrl+Shift+F) and you may discover pretty and unexpected place on our beautiful earth (stratocam.com). Awkward Family Photos  – This is a place where people share embarrassing pictures of their loved ones i...
Read more