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?


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Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    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

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    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

  • 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.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    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

  • This was 100% what I was looking for!


    Thank you so much!

  • 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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I will try that out.


    Thank you

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @MTGoodman

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.