Excel or Google Sheets
Data can be supplied as an Excel file or read from a connected Google spreadsheet.
Web service · Document automation
The service transfers metrics from Excel or Google Sheets into a prepared design, adds two uploaded images, builds graphical elements, and returns a finished PDF. Instead of editing dozens of fields manually, an employee only prepares the source data.
The challenge
A commercial proposal keeps the same structure while metrics, calculations, market niche, and illustrations change for every client. Manual transfer takes time and risks leaving a field empty or carrying data over from an earlier document. The generator performs this work against a defined template.
Capabilities
Data can be supplied as an Excel file or read from a connected Google spreadsheet.
Before generation, the service validates required metrics and reports problems in the source data.
Market niche, budgets, views, conversions, contact costs, and other metrics are inserted into their designated positions.
Charts and repeated visual elements are generated programmatically from spreadsheet values.
Two images are placed on predefined pages without manual PDF editing.
The service names the file using the niche and date, returns the PDF, and removes temporary uploads.
Built for
Technology