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How To Create A Custom Google Form Template

Overview

Create documents from data in Google Sheets and Google Forms responses. Use the built-in Mail Merge tool to email documents, the files are saved in Google Drive and generated documents can be automatically shared with colleagues and clients. You can create documents in Google Drive and Shared Drives.  Use Document Studio to create professional-looking and sophisticated documents including personalized business letters, student test results, customer invoices, event tickets, vendor contracts, purchase orders, sales pitches and any other type of document that you need to generate on a repetitive basis. You'll never have to copy-paste data again.  If you generating PDF documents from Google Forms, any image files uploaded by the form respondent can be embedded inline in the generated document and it will link to the uploaded file in Google Drive.  The documents can be generated in popular file formats including PDF, Microsoft Word, Excel, PowerPoint presentations, OpenOffice formats, ePUB ebooks, HTML web pages or plain text.  You can also include Google Maps images, QR Code images and PayPal payment links in your generated documents and emails using the built-in spreadsheet functions that become available once you install Document Studio.  You can generate up to 20 documents per day with the free version while premium users can generate 1500+ documents in the 24-hour period. Go to https://digitalinspiration.com/buy to get the premium version.  Document Studio is built by Google Developer Expert for Google Workspace and 100% compliant with Google API data policies. Certificate can be provided upon request.  ## How Document Studio Works  Document Studio allows you to automate the creation and sharing of documents in a few easy steps.  1. Add the source data in a Google Sheet or import from Excel and CSV files. You can also create documents from new Google Forms submissions.  2. Build your templates with markers in Google Docs, Google Sheets or Google Slides.  3. Document studio will quickly generate multiple documents, one per row in the source sheet, replacing the markers in the template with the actual data.  ## Bonus Features in Document Studio  Document Studio includes Mail Merge so you can automatically send the generated documents to one or more recipients in personalized emails. The included WYSIWYG email designer helps you create nice looking emails with your own brand logo images.  All your documents are stored in Google Drive and you can personalized the file name as well the folder path where those files are saved. Use built-in sharing options to immediately share the generated documents with customers, team members or anyone else.  Your information is 100% safe in your Google Drive. The Google Documents Add-on does not store, share, or upload any of your data.  ## Use Cases for Document Studio  1. Education - Create School Certificates, Student Badges with Google Slides, Student Test Results in Google Sheets.  2. Business - Sales Quotes, Purchase Orders with Google Forms, Project Proposals in Google Docs, Vendor Contracts, Client Invoices, Lease Agreement PDFs, Custom Letters  3. Events - Generate Thank-you Letters, Create Event Tickets with QR Badges and Google Maps, Send Event Invites with Gmail  4. HR Orgs - Employee Appraisals, Employee Requests, Presentation Copies, Policy Documents.  Document Studio (with Google Forms and Google Sheets) is also being used by organizations to visually communicate with employees who are working from home during the Coronavirus (COVID-19) crisis.  ## Document Studio Resources  Getting Started Guide: https://www.labnol.org/getting-started-guide-6030  Video Tutorials https://bit.ly/DocumentStudioVideos  Document Studio Knowledge base https://www.labnol.org/topic/document-studio/  Product Website https://digitalinspiration.com/document-studio  Technical Support: https://digitalinspiration.support  Privacy Policy: https://www.labnol.org/document-studio-privacy-5877  ## Product Updates and Changelog  v20 - Google has deprecated Google Cloud Print.  v19 - Improved concurrency checks when multiple Google Forms are submitted simultaneously, added option to include Response Edit URL in email notifications, moved email editor to Cloudflare CDN, remove HTML tags from subject line.  v17.4 - Merge on Form Submit option restored in the Save section (thanks for the feedback). If a Google Form submission is routed to multiple email recipients and one or more email address is invalid, the notification would still go out to other valid email addresses.  v17.0 - Google Forms Publisher lets you choose one or more Google Forms for which the documents should be generated. Document Studio can now be easily configured to either send emails, or merge documents or do both tasks simultaneously. The merge documents can be sent as file attachments with mail merge. v101 - Added option to resize images in documents that use Google Docs, Google Sheets or Google Slides as templates. v100 - Fix for document template markers. v99 - Resolved issue related to Google File Picker for selecting folders and documents in Google Drive v98 - Migrated to Chrome V8, makes the add-on faster and better. v97 - Fix permissions issue with sharing merged documents in Google Drive. v94 - Security Assessment completed by Google. Scopes updated. v91 - New Tutorial - How to generate PDF from Google Form responses - http://bit.ly/FormsPDF v88 - Automatically skip rows from merging that are hidden in the sheet or filtered. Added support for inline checkout for customers in India. v87 - Quotation marks and apostrophe issue resolved when different styles are used in the document template and source spreadsheet. v84 - Improved export engine for saving files in PDF and other formats. v83 - Bug fix for date issue in Google Forms where the output date in the generated document was off by 1 day for some timezone. v82 - Added support for Google Team Drives. Now select templates with the File Picker in Team Drives, store merged documents inside Team Drive folders. v81 - Google Sheets add-ons may have issues when a user is logged into multiple Google accounts in the same browser. This patch resolves the issue by asking the user to switch to the default account. v78 - Use the preview option to test your settings before running a live document or mail merge. Open sent emails directly from the merge sheet. Merge multiple rows into a single document. Include emoji in email message and subject. Code your own email templates in HTML. v74 - Added support for embedding inline images uploaded via the File Upload field in Google Forms. Bug fixes. v70 - You can now include {{placeholders}} inside the Header, Footer and Footnote section of Google Document templates. Bug fixes. v68: Improved marker detection in Google Slide Templates. Variable markers can now be used inside tables, shapes and groups of shapes or text objects. v67: Fix for Google Forms to support new lines in Paragraph fields. You can now create document templates with a large number of variable placeholders or {{markers}} v63: Bug fixes, date and time are now formatted in the Google Spreadsheet timezone v60: Added support for Gmail Aliases. Mail Merge documents and forms from any of your email accounts that are connected to Gmail. v59: Documents are regenerated when an existing form response is edited and resubmitted by the respondent. Improved Google Sheet formulae for QRCODE, GOOGLEMAPS and PAYPAL.                  

Additional information

Pricing Paid with free features

Document Studio will ask for the permissions shown below. Learn more

Document Studio will need access to your Google account

This will allow Document Studio to :

See, edit, create, and delete all your Google Docs documents

See, edit, create, and delete all of your Google Drive files

See, edit, create, and delete all your Google Slides presentations

See, edit, create, and delete all your Google Sheets spreadsheets

Send email on your behalf

See, edit, create, or change your email settings and filters in Gmail

Display and run third-party web content in prompts and sidebars inside Google applications

Connect to an external service

Allow this application to run when you are not present

Send email as you

View, edit, delete, and manage your Google Cloud Print printers and print jobs

View and manage your forms in Google Drive

See your primary Google Account email address

See your personal info, including any personal info you've made publicly available

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Share your experience to help others.

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Your review, profile name and photo will appear publicly in Google's services. Your review must comply with the Google Workspace Marketplace Comment Guidelines and Review Policies. Learn More

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A User of Document Studio

I'm having problems with connecting from Google Sheets to a Google Doc. The "file chooser" is only a blank window (white) and no documents show up. Is there some setting that I'm missing here?

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Amit Agarwal

September 8, 2021

Please ensure that third-party cookies are not blocked in your browser. Also, if you are logged into multiple Google accounts in the same browser, please try this workaround. Open Google Chrome, go to the menu, and choose New Incognito Window. Now open the same Google Form while you are logged into a single Google account and try again.

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Kadra Hassan

July 28, 2020

dan

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Amit Agarwal

February 15, 2019

Please ensure that third-party cookies are not blocked in your browser. See https://digitalinspiration.com/enable-third-party-cookies-in-google-chrome-14986 Let me know if that resolves the issue? Thanks.

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Really handy add-on. I'm using the export format as a google doc though, and not able to get the link included in the email it triggers, any advice?

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Matthew Lampros

February 14, 2019

Brett - which link are you trying to include? The link to the Google doc? If so try including {{[Document Studio] File Link}} in the email and it should send it. If it's another link that is generated based on the form submital then: - the process works too quickly for any calculated cell to be included - this may (potentially) also be the case with the document link --> [Document Studio] File Link - that being the case I have found the only way to do this is to run the merge manually - I tried running "merge every hour" but for some reason the process runs instantly anyway ... if you go back and delete the three document studio cells in your row then it works ... but, essentially, you have to do that as often as you want it to merge. Feels like a bug in the sw but the developer doesn't respond to Twitter, form submits from their website or email. #Bummer

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A User of Document Studio

Great add-on, but I am getting a "sign in with google temporarily disabled for this app" error that is preventing me from using it. Used it for a long time with great success so I hope we can figure this one out. Definitely worth the cost to date.

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A User of Document Studio

I have a doubt. While it is working perfectly as my requirement, i just want to make sure that the last entered values/recent entries (including generating the invoice and sending mails) need only be run while merging. That way i will be spared from merging every entry in my spreadsheet everytime (there is a limit of 20 such mergings for one day for free version) Sorry for asking. I want to confirm this before making a purchase of the premium version.

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A User of Document Studio

An awesome software! Thank you Amit for this one. I cannot explain how much it has helped me and my online business. May God bless you.

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Amit Agarwal

August 31, 2018

Thank you Siva!

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Fills a huge gap in the Google apps space. Excellent tool for automating some heavy lifting tasks in an elegant and efficient way. Delighted to have stumbled across Doc Studio. We will have many more uses for this going forward.

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Amit Agarwal

September 29, 2018

Thank you Craig. You can opt for the domain license that will enable premium features for all users in your organization. https://digitalinspiration.com/GA16

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A User of Document Studio

The Document Studio made my day giving me the functionality I needed for a fraction of cost of equivalent MS Office based solutions. Moreover, I have been thinking about completely abandoning MS environment for a long time and what finally convinced me was the Document Studio. Great app and time-saver with excellent support.

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A User of Document Studio

This is an amazing product, we use it daily in my office. The $27 fee is worth it. We really like the feature where you press submit and then it is sent automatically to the printer. The customer service is top notch. Questions are answered very quickly!

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Amit Agarwal

September 15, 2018

Thank you Marcus.

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The interface is nice and easy to use, and the range of applications makes this a useful tool. However, there are a few issues that are preventing me from making full use of this Add-on which I will post here because support is lacking (as others have recently pointed out in reviews): (1) The Add-on keeps disconnecting for some reason. I set everything up in a sheet, run it, and it works great for a little while. Then I find it is greyed out in the Add-ons menu and inaccessible. I fixed this a couple times by opening it in a new sheet and restoring the license, but I don't understand why this is is happening and it prevents me from incorporating it into a stable workflow automation. (I am currently using it to merge information generated by a query function, but I doubt this is the problem because it also happened with files that were not using query functions.) (2) When using the Add-on to send to cloud-print, the formatting is not preserved. That is, the PDFs it generates look great—just as I intend. But when I pass the results to cloud-print the formatting is not the same, preventing use of this part of the automation (and wasting paper). A fix for this would be great. (3) Similarly, when using the "Merge in a Single Document" option, rather than taking outputs of individually merged documents and joining them, the function loops through the data in a way that breaks down various formatting details, such as the fact that in a letter the header on the first page is often different from the rest. In this example, when I tried to merge 50 letters into a single document the result was a file that only had the first page header on the first page of the first letter rather that the first page of each letter. I hope this gets fixed as well. I also have a suggestion, which is to enhance the scheduling options for merging. Currently there is the option to "Merge Every Hour" but there should also be the option to the effect of merging whenever a new complete case is available. This is because merge automation can result in incomplete documents being generated when it is being used on data that first needs to be complete and the data is not entered via Google Form. (My current workaround for this is using a query function that only pulls in complete cases.)

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A User of Document Studio

This would get five stars if I could get any response to multiple emails over the last week to both the developer and customer service, after receiving an automatic reply. The interface is smooth and easy to understand and the results are quite spectacular, but the trigger is not working... which for me is almost the most important part if the process. Preview works, but only takes the top line from the results spreadsheet and it's not practical to use on a regular basis anyway. I understand that there are going to be problems here and there, but I do not understand absolutely no response when begging for help.

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A user of Document Studio

February 20, 2019

I do have some problems with the trigger sometimes. Everything is fine, but for some reason sometimes the file is not generated properly. Also, if I am working with two spreedsheets, it mixes the templates and generates wrong reports (with the wrong template).

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Matthew Lampros

February 14, 2019

Have had the very same problem. Developer indicates 'pay me $29 and you'll get good and personal customer service' but not true. Great add-on but no service to back it up so becomes a useless purchase.

How To Create A Custom Google Form Template

Source: https://workspace.google.com/marketplace/app/document_studio/429444628321

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