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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    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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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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