Web forms to Word Document
Web forms become an integral part of small and big businesses alike. They are critical when it comes to growing your business online. They make the interaction and collaboration with suppliers, partners, and customers easy.
While they replace the document filling, but the businesses still require documents information processing. Following use cases highlights the need for document creation.
- Your customer bought from you online and you want to send receipt of purchase & invoice
- You are organizing an event and whoever signs-up you want to send them tickets
- Your prospect filled up a form for proposal & you want to automate proposal creations and sending
As you see, there are loads of use cases for document creation after your users fill-up online web form. But manually pasting form data to document template and sending by mail wastes lots of your time. Here is the silver bullet! Add EDocGen to your workflow to generate proposals, receipts, letters, and more and auto-send them.
How to Do it:
Connect all your favorite form builder software with EDocGen using Zapier. EDocGen supports integration with Google forms, Formstack, Jotform, Wufoo etc. EDocGen zap is extremely simple to setup and you can start generating documents in less than few minutes.
Let me show you how to go about Google forms-EDocGen integration.
Step1: Upload template into EDocGen
To get started, we’re going to setup proposal document template in EDocGen. Add relevant tags for dynamic fields and upload the template. To know more about how to add tags to your existing document, please refer to Tags help.
Step2: Setup Zapier trigger
For the Trigger, we’re going to choose Google forms app and select "New response in spreadsheet" trigger. Once you authenticate your Google account, Zapier is going to load a list of sheets in your account. Select the spreadsheet and worksheet.
Make sure the worksheet columns match with the template's dynamic fields.
Next, we’re going to setup the Action of our Zap. We’re going to choose EDocGen and select "Generate document" as the action. Once you authenticate your EDocGen account, Zapier is going to load a list of templates in your account. Select relevant proposal template and enter output file name. Next, map dynamic fields to Google form fields (Google sheet columns).
That's it. Every time a new user requests a proposal, it would be generated and sent in a matter of minutes. Automation at work!
Here is the example I created. You would receive a document populated with filled-in data to the email entered. Follow the same steps to connect with other form builders.