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Use Smartsheet row data to populate a Template

Mike Smith AGT
Mike Smith AGT ✭✭✭
edited 12/09/19 in Archived 2017 Posts

I am looking for a way to automate a process to take data from a single row in Smartsheet and populate a template.  Working in the construction industry, processes are slow to change and we still need to PDF documents for communication with our customers (RFI's, Change Orders, etc).  I have setup the forms and procedures for our folks to enter there information into a "log" (just a sheet), but need that same information to populate a template that can be pdf'd and emailed.  

I see the merge procedure with google docs, but we are not setup for google docs and the process is more manual than I am looking for.  Has anyone found or has Smartsheet added any new functionality with its recent update to assist in this?

Thank you!



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