Auto Populate G702/703 from Schedule Sheet

bcoble24

Our accounting dept is wanting to auto populate g702/703 invoice form, for monthly billings, from project schedule sheet. Has anyone been able to complete this task or something similar within smart sheets? If so do you have any guidance you can provide? I am a bit stumped and feel notifications would work best but I am certain those with more experience within smart sheets would have suggestions

L_123

Document builder: Map sheet columns to a fillable PDF | Smartsheet Learning Center

https://help.smartsheet.com/articles/2481985-document-builder-map-columns-to-your-fillable-pdf

Document builder generates documents using data from Smartsheet and a fillable PDF.

You can give that a try.