If you’ve ever copied a Google Doc, replaced a few names, downloaded a PDF, then emailed it to someone — you know the grind of “manual document creation.”
Multiply that across clients, events, or sales quotes, and it’s not just tedious — it’s a time suck.
With Google Sheets + PostSheet, you can instantly generate personalized, professional documents like proposals, certificates, and invoices — and send them automatically.
No design software. No manual edits. Just scalable, beautiful output.
Why Automate Document Creation?
Every personalized doc takes time. Automating this process helps you:
✅ Save hours every week
✅ Eliminate formatting and copy-paste errors
✅ Stay consistent across clients or recipients
✅ Deliver faster (and look way more professional)
✅ Scale without hiring more admin help
Perfect for freelancers, agencies, event organizers, coaches, and small businesses.
What You Can Generate with PostSheet
📄 Proposals & quotes — project scopes, pricing, timelines
🧾 Invoices — with payment info and due dates
🏆 Certificates — for course completions, awards, or achievements
📋 Reports — for client work or performance updates
📜 HR letters or contracts — formatted and branded
If it’s structured and repeatable, PostSheet can handle it.
Step 1: Set Up Your Spreadsheet with Dynamic Data
Let’s say you’re generating proposals. Your sheet might look like:
| Client Name | Project Name | Price | Start Date | Deliverables | |
| Acme Co. | jane@acme.com | Website Redesign | $5,000 | 2025-04-08 | Design, Dev, Launch Support |
| Bolt Studio | mike@bolt.com | Branding Package | $3,200 | 2025-04-12 | Logo, Style Guide, Templates |
Each row becomes a personalized doc for that client.
Step 2: Create a Document Template in PostSheet
PostSheet lets you create and design a PDF or Google Doc-style layout using merge tags.
Example: Proposal Template
Project Proposal for {{Client Name}}
Project: {{Project Name}}
Start Date: {{Start Date}}
Total Investment: {{Price}}
Deliverables:
- {{Deliverables}}
We’re excited to partner with you and bring this project to life. Let us know if you have any questions or revisions.
Best,
[Your Name]
[Your Company]
✅ You can add logos, format with headers and spacing, and reuse this template forever.
Step 3: Generate and Send in Bulk
Once your template is set, you can:
- Generate PDFs for all rows at once
- Preview each personalized version
- Email the doc directly to the contact in your sheet
- Or export them for download, upload, or printing
Want to attach a proposal to a personalized email? Easy — PostSheet handles both in the same workflow.
Other Use Cases You Can Tackle
- 🧾 Invoices: Automatically send billing documents after service delivery
- 🎓 Certificates: Generate custom completion certificates from a form submission list
- 📊 Reports: Summarize project milestones, analytics, or deliverables for clients
- 💼 HR Docs: Offer letters, promotion notices, confirmation letters
- 🎫 Event Confirmations: Custom badges, attendee summaries, or ticket PDFs
If it lives in a spreadsheet, it can be automated.
Why This Is Better Than Copy/Paste Workflows
| Manual Docs | PostSheet Automated Docs |
| Copy, paste, reformat… | One template, used forever |
| High chance of typos | Data pulled directly from Sheets |
| Sends one at a time | Send dozens instantly |
| Design limitations | Professional formatting options |
| Static file naming | Smart naming (e.g. Proposal-AcmeCo.pdf) |
You get speed and polish — without compromise.
Pro Tips for Document Automation
- 📝 Name your files dynamically using fields (e.g. {{Client Name}}-Invoice-April2025.pdf)
- 🎨 Upload your logo and use brand fonts/colors for consistency
- 🧪 Test with 2–3 rows before sending in bulk
- 📩 Combine with personalized emails for even more impact
- 📂 Save all docs in a shared Drive folder for easy access
Final Thoughts: Documents That Send Themselves
You shouldn’t spend hours formatting proposals, certificates, or invoices every week. With PostSheet, all you need is a spreadsheet and a few minutes — and you’re done.
Whether you’re sending five docs or 500, PostSheet helps you look professional, stay consistent, and move faster.
Start automating your document workflows →
Try PostSheet for free
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