Is there a way to generate a customized letter in document generation?
I have been reviewing document generation capabilities and it appears that the only documents that the system generates from a Smartsheet are invoices. Is there a way to generate a customizable letter template?
Background: Our team creates thank you letters that go to our constituents. They have a basic template and then there is customized information added.
Answers
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Hi @ewhyte
I hope you're well and safe!
Yes, you can generate letters, invoices, contracts, charters, and everything else in between as long as you create the template in Adobe Acrobat or similar.
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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