Create an order form for clients with Google Workspace & Document Studio

Hi, A lot of us have side hustles that could benefit from some automation at no cost. This week I want to show you how to build a customer order form and automate the process of ordering and sending invoices to clients for billing. Chapters Intro: 00:00 Set up order form in Google Forms: 00:33 Create a pre-filled link of Order Form: 02:02 Connect Form to Spreadsheet: 03:01 Add Unit Price & Total amount columns to spreadsheet: 04:39 Add sheet with Price list: 04:54 VLOOKUP to get unit price: 05:46 Compute Total Amount: 06:44 Convert to ARRAYFormula: 07:02 IF function to remove errors & zeros: 09:10 Test the sheet and form: 10:40 Create invoice template: 11:42 Use Document Studio: 18:24 Merge with Invoice Template: 19:27 Email template: 20:35 Merge with Form and send to Drive: 25:10 Finish and Merge: 25:55 Test: 26:25 Outro: 28:14 If you need to learn more about the VLOOKUP and IF functions I used, visit my blog here: https://www.shemopolot.com/post/vlook... If you want to read more about document studio and the limitations of the free version, go here: https://digitalinspiration.com/produc... Subscribe to my blog: www.shemopolot.com/blog Schedule a one-on-one consultation: https://calendly.com/chatwithshem/data Don't forget to like, comment and subscribe if you are interested in more content like this. #MsExcel Who am I? A health professional turned data scientist who really just loves living my best life and using technology to solve problems. I use a variety of software in my work, so every now and then I like to share what that looks like. On this channel, I will share anything that constitutes work-life balance. Could be an Excel video one week, and a mountain hike the next week. Please stick around if this might interest you; otherwise, I am glad you made it thus far. Cheers! #MsExcel #GoogleSheets

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