Sign in to submit new ideas and vote
Get Started

Add Google Doc merge to automatic document generation


It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow.

Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet Merge add-on in Google Docs, and if this process could be automated it would save a good bit of time and manual effort.

For example, when a partner submits a Contract Information Form that directly populates our contract management sheet, we use that information to merge into our standard contract template using Google Docs. But if we could create an automatic workflow that generates that Google Doc for us as soon as the form is submitted, it would speed up our process and let us focus on the remaining steps in the contracting procedure.

6 votes

Active · Last Updated