mail merge – SmarterBusinessProcesses https://smarterbusinessprocesses.com Wed, 12 Jul 2023 15:28:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://smarterbusinessprocesses.com/wp-content/uploads/2014/11/cropped-SBPm-Square-32x32.jpg mail merge – SmarterBusinessProcesses https://smarterbusinessprocesses.com 32 32 Smarter Document Management Webinar. We’re Ready. Are You? https://smarterbusinessprocesses.com/smarter-document-management-webinar-were-ready-are-you/ Tue, 16 Mar 2021 14:30:28 +0000 https://smarterbusinessprocesses.com/?p=14182 On March 24th our Tips and Tricks Webinar will cover Document Builder, PDFs and Mail Merging

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On Wednesday March 24th, our Tips and Tricks Smarter Document Management Webinar will give you a run down of Smartsheet’s latest feature, the Document Builder. Our consultants will present live demos on how you can;

– Create documents faster

– Mail merge standard letters and documents

– Create and edit PDFs from Smartsheet rows

We will also be discussing Smartsheet’s latest integration with DocuSign eSignature, a solution that helps you save time, reduce costs, and ultimately drive your business forward.

And, finally we will be un unveiling our own unique app, the Smarter PDF Creator.

We have designed our own unique app that takes PDF creation to the next level, giving you even greater functionality and automation.

How does it work?

Our solution allows you to convert multiple rows from a Smartsheet to a PDF.

For example, what if you have a Smartsheet invoice with 20 orders? Our app lets you feed multiple line items into one document.

Turn multiple rows into one single PDF or other document in one automated process.

Our CTO will provide you with a demo on this unique solution and answer your questions on how we can make it work for you.  

Register now for March 24th 16.00GMT

By completing our Evaluation Form you will be able to request a link to the demonstration workspace used in this webinar and offer up suggestions for what to cover in webinars to come!

Here’s a video transcript of the seminar:

And don’t forget, you can Subscribe to our regular Tips & Tricks and get alerted about our New Tips & Tricks Webinars.

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Smartsheet Merge for Google Docs https://smarterbusinessprocesses.com/smartsheet-merge-create-custom-documents-from-smartsheet-data-using-a-google-doc-template/ Thu, 19 Feb 2015 19:45:08 +0000 https://smarterbusinessprocesses.com/?p=3209 Smartsheet Merge enables you to quickly create personalised invoices, form letters, work orders or other documents using a Google Doc template and data stored in Smartsheet.  You don’t have to spend hours copying and pasting or exporting your Smartsheet data. With a couple of clicks, you can instantly generate hundreds of custom documents.  It’s like mail […]

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Smartsheet Merge enables you to quickly create personalised invoices, form letters, work orders or other documents using a Google Doc template and data stored in Smartsheet.  You don’t have to spend hours copying and pasting or exporting your Smartsheet data.

With a couple of clicks, you can instantly generate hundreds of custom documents.  It’s like mail merge but with real-time collaboration and no version control issues.

You can collaboratively collect and track lists, names, addresses and other information in Smartsheet, then use Smartsheet Merge to push that data into a custom Google Doc template

Solving Real Business Challenges for Customers with Smartsheet Merge

Seco Tools had a work order sheet containing nearly 100 columns of information and needed a way to transpose certain row data into printable documents.  Smartsheet Merge provided the solution.  First they created a standard Google Doc template for all work orders.  Then they used Smartsheet Merge to map row data in the sheet to specific fields in the template.  Now they are able to create a printable page for every submitted work order which they submit daily to the factory floor to keep operations running smoothly.

Smartsheet Merge opened up an opportunity for multiple departments to integrate processes using Smartsheet simply by giving them a similar view of the data that they are accustomed to.  And it is so easy to do so!

Thank you for your pro-activity with listening to our requirements and acting so swiftly to come up with resolutions.  Jennifer Billings – Project Manager, Large Accounts, Seco Tools LLC

Let us help you get started!  Contact us to arrange your Free initial consultancy, demonstrations or trial licenses.  We’d love to hear from you!

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