Create Documents with Automation in SmartSuite

Understanding SmartSuite's New Document Automation Tool

In today's fast-paced entrepreneurial world, streamlining operations is more crucial than ever. One tool taking the stage by storm is SmartSuite's exciting new automation tool that allows for seamless document creation right from your SmartSuite data.

What makes SmartSuite's Automation Tool Unique?

Creating a document through automation using data from the NoteCode Database is a feature rarely found in any other software except SmartSuite. At long last, it is plausible to do it all in one place, without needing third-party tools to create those PDFs and automations. This brilliant feature adds to SmartSuite's reputation as an optimal warehouse for all your data-driven necessities.

Maximizing Your SmartSuite Templates

Once you are signed up for SmartSuite, there is a vast universe of templates to explore. Installation of a suitable template leads to useful features, such as arranging customer and order related details, keeping a track of deliveries linked to orders, and generating invoices for different products sold.

Linking Items With Orders

In SmartSuite, every new item added to an order includes information such as quantity sold and price per unit, among other details. Starting up with a table within a table, a seamless stream of data storage is feasible, displaying intricate records of orders linked to items. This setting provides ample flexibility and improves functionality as compared to sub-items fields.

Creating Subtotal: Formula Field Type on the Go

The cherry on top for SmartSuite’s items table is the using of a formula field type to compute the subtotal. This unique function takes multiplying the price per unit and the quantity, ensuring accurate calculation whenever required.

Designing an Invoice: Streamlined and Simplified

Using SmartSuite's document designer, one can generate an invoice including all the relevant information such as invoice number, customer, order date and line items with utmost ease. Featuring anchoring elements for alignment, you can make the layout aesthetically pleasing.

Automation: The Future of Documentation

SmartSuite now allows a smooth transition from manual to automated document creations, building upon customer relationship and trust. Building an automation requires setting a condition trigger, generating the PDF from the chosen template, and then updating the record with the newly created PDF from the automation step.

Simplified User Experience: The Way Forward

Once the automation is ready, with a simple ticking and unticking of the ‘Create Doc’ field, a new PDF is created, which gets saved right back in the attachment field. All this can be achieved without leaving the platform, personifying a user-friendly experience.

With continuous innovativeness in its features, SmartSuite stands out as an unmatched tool for your entrepreneurial growth and efficiency. Leveraging the power of automation and precision, SmartSuite simplifies your business operations, providing tangible benefits in the long run.