Document Builder to generate one document from two sheets, but attach to one of them

Silvano Meffe

Hello,

I have a quoting solution I am working on, and due to the level of complexity wrt all the calculations for the quote, I am using an input sheet (one row per quote), and an output sheet for all the calculations. When the quote has been completed, I would like to use document builder to create a PDF summary of the quote and attach it to the input sheet, as I DO NOT want users looking at the output sheet - it's just too much (approx. 250 columns so far per quote).

Any guidance or tips would be very much appreciated!!

Thanks.

Silvano

Michelle Choate 2

Hi @Silvano Meffe . Pleasure to make your online acquaintance. ☺️

If you have formulas bringing your information from the Output Sheet into the Input Sheet, you can take that information and fill it into a fillable PDF. You have to have fillable text fields on the PDF in order for Document Builder to be able to create a document. You can even have it send to the person if you have their email as a field on the sheet.

Also - you can choose what columns you want on the document. You do not have to use all of them.

This article might help you get started with Document Builder. Let me know if you have any questions. I am always happy to jump on a zoom call really quick. My calendar link is in my signature.

Another article that might help - https://help.smartsheet.com/topics/Document%20Builder

And this video -

https://www.youtube.com/watch?v=J_wYtYQ5Z6E