Create an order form for clients with Google Workspace & Document Studio
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- Опубликовано: 2 авг 2024
- 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: www.shemopolot.com/post/vlook...
If you want to read more about document studio and the limitations of the free version, go here: digitalinspiration.com/produc...
Subscribe to my blog: www.shemopolot.com/blog
Schedule a one-on-one consultation: 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.
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All budding entrepreneurs assemble! This is very useful! 🇰🇪🇰🇪
Thank you very much this is so helpful
This is what I am actually looking for.
Thanks so much I would try it out
Oh my God, thank you very much, this really helps my college assignment :(. thank you shem!!!
Thank you so much!!
Thank you that was Awesome!
Thank you for sharing ❤❤❤❤
Wow… I am so going to set up an Order Form
Thank you Shem
You’re welcome.
Great job you did move really fast. but great video thank you
Hi Shem,
This is so helpful and great work sharing with us this knowledge.
Qn. What if the customer wanted to order more than one type of item in this case candles in one order form? How would we deal that in terms of computation ?
Hi Norman,
Thanks for watching!
Yeah that's a challenge. There are some add-ins in Google Forms that allow one to create a proper order form, but they may be glitchy or not free. This method works best for people selling one type of item.
Google forms keeps inserting new rows a the top of the responses sheet and does not contain all the formulas created in the responses sheet, so how is that fixed?
Hi Shem, is this a form of a funnel? lead magnet? Also, is link and form created and supported by and through Google?
Hi Ruthie! Thanks for watching😊. This is neither a funnel not a lead magnet (if I understand those 2 terms correctly😅). It's a way for you to automate the process of your clients ordering your product(s) and receiving all the relevant information about payment and delivery in an email. Document Studio is an add-in from Google Workspace. Add-ins can come with certain risks, but based on my research it's safe to use.
I hope this response is satisfactory😊. Otherwise, we can keep chatting or you can email me.
Thanks for the knowledge. I just have a question, what if a customer wants to order 2 or 3 orders of the candles. How do you go about it especially in the order list and invoice?
Thanks for watching. Unfortunately, this method is limited in that way. You’d have to pay for a Google Forms extension to configure it that way. But there might be better inexpensive methods to do this now: Gumroad, Kajabi?
Thanks for this video. what if the person wants to order for different colors of candle which is more like a real situation, Please how do we go about it?
Hi! I'm glad you like the video. Unfrotunately, this method is very limited. It's a workaround for a specific case where someone doesn't want to spend money. Ordering different candles would probably require filling out different forms 😔
Very formative video I have ever seen. But I'm looking to add a credit card payment method to my google form is there any way ?
thank you in advance.
I believe there's an add-in called Neartail you can use but it isn't free.
Hi. I'm getting this useful information a year later! May I ask, is this process somehow going to show you somewhere, if a client has paid for the order? Thanks
Thanks for watching! Unfortunately not. This is a very brute force method that tries to get around using more established (non-free) alternatives.
Hi, do you have a tutorial in google forms where my client can choose an order and then they will be able to see their total price?
Hey! Thanks for watching, first of all. There a few Google Forms plug-ins that can help with this, but they aren't free. And if you're willing to use them, you might as well just pay for a more established solution like Shopify, Gumroad, etc. I hope this is helpful.
Did i have to pay for those plugins used?
Nope Not at all. But this was years ago, things may have changed 😅
Hii
This is ravi from India.
Actually am working in travels company here we have nearly 100 vehicles data to mainten every day drivers attendance and daily meter tracking In google sheet is there any data entry for that
Hi Ravi! Sounds like you can use Excel or Google Sheets for that. But you may have to build it from scratch.
how do it get it to be automated responses. without dragging it down each time I get a response.
Hi! Thanks for reaching out. It should automate responses. Is this not working on your end? Also, this was ages ago. I probably need to do a refresher. There are simpler alternatives.
How do you get the excel sheet to coincide with the Google form
It’s Google Sheet, which is automatically connected to every Google Form. Is this clear?
Great video, but Document Studio's permissions are a bit too much
You're right. I suppose this is what they mean by, "cheap things will cost you."
Is it all for free?
Yes. It’s limited, but free.
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