Answered

Generate Dynamic Document with Typeform

  • 5 September 2022
  • 5 replies
  • 643 views
P

Hello All !

 

I’m looking to use Typeform to generate dynamic documents ( contracts ) . The idea is : 

User select answers on the form, these data will synchronize with Google sheet then from google sheet a pdf will be generated using fields probably with Zapier. 

However, I need to have more than just the answers that are on the form. I want that the answers selected on the form to generate bigger text in the backend. 

 

Do you have an idea of how to proceed ? 

 

All the best 

icon

Best answer by john.desborough 6 September 2022, 04:02

View original

5 replies

D
Userlevel 4
Badge +3

Hi @Panteranroses,

 

I guess @john.desborough would be the guy to talk to.
I remember he wrote about this in a thread quite a while back, but i cannot find it atm.

 

john.desborough
Userlevel 7
Badge +6

@daniel thanks for the mention.. 

@Panteranroses - here’s what I use to do the similar thing for many reports for my forms and for my clients:

  • Typeform to Google Sheets
  • create a ‘merge template’ in either Google Docs or Slides - complete with as much static text as I want
    • note: in the google sheets i also use logic to determine what additional ‘standard text blocks’ i want to add into the response via vlookups - these are in addition to the static text inside the document template - and these text blocks can be one to many paragraphs
  • i use Document Studio - a Google Sheets add-on - that allows me to merge the incoming data into the template, create a pdf and spit it out via email to the client. 

there are a couple of other ‘tricks’ in the use of Document Studio that you can use but these are for another day.. 

cheers

 

des

If your third coffee of the day is not helping you with your Typeform, maybe we can help you find your answers...
D
Userlevel 4
Badge +3

@john.desborough 
I really like your solution.
Would you mind providing us with a small template google doc, to to be able to see the setup?

It would probably help a lot of users comprehend the workflow.

Dan

 

P

Hi @john.desborough 

 

Thanks for the comprehensive explanation, I will look into Lookup in details as i think its the main point of complexity here 

I Guess the best way to learn will be to experiment 

 

 

 

john.desborough
Userlevel 7
Badge +6

@daniel - here are a couple of screenshots of templates

note the {{ fieldname }} structure for placing data from a field on a form

and from a google doc for a maturity assessment - one pic of a long document 

note the last line of the table shown: the content is variable length and comes from a vlookup made in the google sheet based on the score the user achieved in this section. 

note the static text, the {{field}} contents and the variable length possibility .. 

 

cheers

 

des

If your third coffee of the day is not helping you with your Typeform, maybe we can help you find your answers...

Reply


Still need help?

Don't be shy and ask the community.

Ask your question here!
Community T&Cs