How to create and automate documents in SmartSuite. Using SmartSuite’s document designer to create single-page PDFs and integrate with Make.com & Google Docs to generate multi-page documents. You have the flexibility to design documents any way you want. Great for contracts, quotes, proposals, reports and many other types of documents and PDFs.
_________________________________________
Learn more here ⬇️
Contact Us - https://innerdevsolutions.com
LinkedIn - https://www.linkedin.com/in/zackstevenson
_________________________________________
Table of Contents 📖 ⬇️
0:00 What We Will Cover
0:52 Overview of SmartSuite Solution
3:33 Creating Documents with Document Designer
6:17 Limitations of Document Designer
6:51 Automating Document Creation with Google Docs and Make.com
7:17 Setting Up the Make Scenario
13:56 Testing the Automation
_________________________________________
Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Make - https://www.make.com/en/register?pc=innerdev
_________________________________________
#zackstevenson #SmartSuite #googledocs