Packing Slip Template Final
Hi,
I am currently on this page and have downloaded the Packing Slip Template.
I have opened it in smartsheet, but cannot find out how to make it look like the Final Draft that this page shows. Am I missing some feature?
Best Answer
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Hi @MTGoodman
If you're looking to create a packing slip or document in portrait, I would recommend looking into Smartsheet's Document Builder function. This can take data that's stored in a row and map that row data to fields in fillable PDF. That way you can house your data in Smartsheet but quickly generate a portrait document with your preferred formatting as-needed.
See: Document Builder
Cheers,
Genevieve
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October 8 - 10, Seattle, WA | Register now
Answers
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Hi @MTGoodman
There are different types of free templates on the page you linked above: a Google Sheet template, an Excel template, and a Smartsheet version of the same type of sheet.
The image you have screen captured is the Excel version of the template, Smartsheet will have different formatting.
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Hey @Genevieve P. ,
Thank you for the reply. Do you know if Smartsheet has a way of formatting to make it customer friendly, so we can make it into a packing slip/construction estimate that fits neatly onto portrait orientation.
-
Hi @MTGoodman
If you're looking to create a packing slip or document in portrait, I would recommend looking into Smartsheet's Document Builder function. This can take data that's stored in a row and map that row data to fields in fillable PDF. That way you can house your data in Smartsheet but quickly generate a portrait document with your preferred formatting as-needed.
See: Document Builder
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
This was 100% what I was looking for!
Thank you so much!
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I seem to have jumped the gun on this. Document Builder doesn't have the function of taking data from multiple rows and adding it into a PDF. Each item for my packing slip is on its own row.
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Hi @MTGoodman
I hope you're well and safe!
Here's a possible workaround or workarounds
- Combine all the data on the same row in the same or another sheet and then use that for Document Builder.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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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I will try that out.
Thank you
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Excellent!
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
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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