How many times have you felt the need to collate data in Google spreadsheets with your data in Google forms or Google Docs? Are you tired of the hassling over the intricate complicacies of tightly wound high end applications? Don't Worry, Document Studio has come to the rescue.
Document Studio is a very useful and reliable add-on that helps you merge records from Google sheets and Google Forms. In case you haven’t checked out this awesome app I suggest you to DocumentStudio.pro and install the add-on without wasting any further time.
But before that let’s get familiar with the app and how it works. Imagine you run a successful Cake Shop with customer orders buzzing in. The orders are placed with the help of Google forms, the orders arrive in google sheets. Also you receive an email stating the details of the orders. An email also goes out to the customer as well with the invoice and payment link if the invoice generated.
Now, let’s see how we can run this entire workflow using Documents Studio.
First create a Google Form with the required questions for the customers. Once the form is ready it’s time to link the form to the Google Spreadsheet so that whenever someone submits an order a new entry is automatically made and the responses are stored in a custom format. You have the option to add additional columns and to generate the bill amount accordingly.
Now that the invoice sheet is ready let’s move on to create invoice template. You can create one in Google Drive using the one the ready-made templates available. Modify the template to suit your requirements and remember to place the variable fields within curly braces.
Now in the in spreadsheet, choose Document Studio under the Add On Menu. Click on Document Merge and choose the template just created. The final task is to create the Email Template for emails that will be sent out to customers as well your team whenever an order is received. You can find it in the Google Forms Merge section. Create a folder in Drive to save all the order and invoice details.
To maintain a clutter free tab, you can categorize each order by the customer name base on the form answers and the folders will be dynamically generated. You have the option to merge the files at a specified time or when Call to Action button is pressed. Once you click on merge Voila! All the necessary docs, invoices and emails will be created and your online booking system is good to go! Now people can enjoy your scrumptious delicacies in the comfort of their homes as well.
Document Studio is a very useful and reliable add-on that helps you merge records from Google sheets and Google Forms. In case you haven’t checked out this awesome app I suggest you to DocumentStudio.pro and install the add-on without wasting any further time.
But before that let’s get familiar with the app and how it works. Imagine you run a successful Cake Shop with customer orders buzzing in. The orders are placed with the help of Google forms, the orders arrive in google sheets. Also you receive an email stating the details of the orders. An email also goes out to the customer as well with the invoice and payment link if the invoice generated.
Now, let’s see how we can run this entire workflow using Documents Studio.
First create a Google Form with the required questions for the customers. Once the form is ready it’s time to link the form to the Google Spreadsheet so that whenever someone submits an order a new entry is automatically made and the responses are stored in a custom format. You have the option to add additional columns and to generate the bill amount accordingly.
Now that the invoice sheet is ready let’s move on to create invoice template. You can create one in Google Drive using the one the ready-made templates available. Modify the template to suit your requirements and remember to place the variable fields within curly braces.
Now in the in spreadsheet, choose Document Studio under the Add On Menu. Click on Document Merge and choose the template just created. The final task is to create the Email Template for emails that will be sent out to customers as well your team whenever an order is received. You can find it in the Google Forms Merge section. Create a folder in Drive to save all the order and invoice details.
To maintain a clutter free tab, you can categorize each order by the customer name base on the form answers and the folders will be dynamically generated. You have the option to merge the files at a specified time or when Call to Action button is pressed. Once you click on merge Voila! All the necessary docs, invoices and emails will be created and your online booking system is good to go! Now people can enjoy your scrumptious delicacies in the comfort of their homes as well.
0 Comments