How to create an automated Contract generator in Google Sheets, Google Docs, and Gmail
Discover how to automatically generate contracts in Docs & PDF before sending them out via Gmail, with the Sheetgo web app.
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🎬 Overview
Here are just some benefits of using Sheetgo to create a Contract generator:
⊛ Automated workflow from start to finish: with Sheetgo you can create an entire workflow that takes you from entering contractors data, all the way to sharing the contract product via Gmail. You can complete your entire contract generation process in just a few clicks of a button.
⊛ Use Sheetgo Forms to input data automatically into your contracts database: Sheetgo provides useful forms where you can input your data into the spreadsheet. Sheetgo will then automatically insert this data into a contract document, ready to be shared.
⊛ Turn your contracts into a PDF: Using Sheetgo’s document generation feature, you can turn your documents into PDFs – the perfect file format to send to your stakeholders.
⊛ Automatically send contracts via Gmail: Sheetgo’s integration with Gmail means you can automatically send contracts to specific recipients with ease.
⊛ Customize and build on your workflow to suit your needs: Workflows are developed with customization in mind. You can easily build on your workflow and adapt it you your business needs, so you get the most out of your contract generation.
⊛ Easy to use with existing tools: The entire workflow runs based on connections between Google Sheets, Google Docs, and Gmail; tools that are well-known and used by users already.
What do you need to create a contract generator with Sheetgo?
1️⃣ Contracts database in Google Sheets
1️⃣ Contract template in Google Docs
How to use Sheetgo to generate contracts?
📝Register your contractors and their details via Sheetgo forms
🔀Automatically turn their contract data into PDFs and share them via Gmail
⏰Schedule automatic updates for up-to-date insights on your contracts generation
Why use Sheetgo workflows?
✅Automated workflow from start to finish
✅Easily customizable to suit your needs
✅Scalable to your own organization
✅Data remains private
🤔Have any questions? Feel free to comment below and we’ll reply as soon as possible!
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⏱Timestamps
Video breakdown
0:00 - 0:49: Introduction to how it works
0:50 - 3:13: A look at the Google Sheets, Google Docs template, and PDFs
3:14 - 3:40: Setup and configure your Contract generator
3:15 - 5:25: How to setup the connection
5:25 - 7:15: Use Sheetgo Forms to input data
7:16 - 8:16: Fill out Sheetgo Form
8:17 - 8:34: Run and update workflow
8:35 - 8:48: Check PDF with newly generated contract
8:49 - 9:28: Schedule automatic updates to the workflow
9:29 - 9:52: Share workflow with colleagues
9:53 - 10:06: Add Workflow notes
10:07 - 10:43: Links & tips
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🗂 Additional resources
Want to find out even more about this system?
Click here to read our blog post 👉 https://blog.sheetgo.com/how-to-solve...
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