Document builder from Row Data for a Project Budget

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Hello,

I'm trying use the document builder to automatically create quotes using fillable PDFs. However, it doesn't seem to work for multiple row data, only the first row. Other than cell linking each row into a separate sheet with columns which is very time consuming, I can't figure out a way to make this work.

Is there any workaround for this? This is the Project Budget sheet that I am looking use:


Many thanks!

Answers

  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭✭
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    The generate document builder is a 1-2-1 relationship with the row.

    At Smarter Business Processes we have developed a PDF Builder that takes data from multiple rows, even from multiple sheets if required to populate an template.

    Feel free to reach out for more information.

    Kind regards

    Debbie.sawyer@smarterbusinessprocesses.com