Form Publisher for Google Forms and Google Sheets
With Form Publisher, you can generate customized documents with predesigned templates by filling them out with data submitted to a Google form or with data available in a Google spreadsheet.
After you install Form Publisher, it is immediately available as an add-on in Google Forms and Google Sheets.
- Form Publisher in Google Forms. Use the data from each form response (as it is being submitted) to automatically generate a customized document based on a predesigned template.
- Form Publisher in Google Sheets. Use the data in a spreadsheet to mass generate multiple customized documents at once based on a predesigned template.
How you decide to use Form Publisher will depend on your use case. To get started, check out several of the most common scenarios for which users rely on Form Publisher.
- Purchase requests and quotes. Automatically generate purchase requests or quotes with information provided by customers.
- Leave and Time-off requests. Ask your employees to fill out the request in a Google Form and you will have it all documented in a Google Drive. Optionally, you can set up an approval workflow so that the documents are sent to the appropriate people for approval.
- Intake, Assessment, or Release forms. Whether you are a medical professional or a personal trainer, you can create workflows to collect form information and generate documents for each step of client interaction.
- Agreements (BAA,DPA,...). Create agreements that can be sent out, signed, and retrieved automatically.
- Invitation and Registration forms. Automatically turn registration information into proper documents for your records.
- Attendance and Enrollment certificates. Create certificates for your students, running event, bootcamp and have them be automatically sent to the attendees.
- Invoices. If you are a freelancer or a company and keep your client work and invoice data in a spreadsheet, you can use it to automatically generate all invoices at the end of each month.
- Invitations. Automatically generate all of your event invitations with the data of all your attendees stored in a spreadsheet.
In both Google Forms and Google Sheets, Form Publisher provides a similar set of steps to configure how documents are generated.
You configure:
- template documents (Google Docs, Google Sheets, Google Slides)
- Google Drive destination folder in which the generated documents are stored
- file naming convention for the generated documents
- formats of the generated documents (Google Docs, Microsoft Office, PDF)
In the template documents, you can define markers.
- With Form Publisher in Google Forms, the markers are replaced with the submitted form field data.
- With Form Publisher in Google Sheets, the markers are replaced with the data in the spreadsheet columns.
In both cases, the marker names must match exactly the names of the form fields or the spreadsheet columns. You can define markers only for those form fields or spreadsheet columns you need in the generated document.
The main difference between Form Publisher in Google Forms and Google Sheets lies in the overall workflow and the number of documents generated at a time.
In addition, with Form Publisher in Google Forms you can:
- Set up a notifications list of people to receive each generated document
- Automatically send generated documents to form respondents
- Allow form respondents to edit their responses and have generated files edited in place
- Enable an approval workflow
- Request e-signature from the form respondent or another third-party
Feature comparison
In the table below, you can compare the features available in Form Publisher in Google Forms and in Form Publisher in Google Sheets.
Features | Form Publisher in Google Forms |
Form Publisher in Google Sheets |
---|---|---|
Document generation |
||
Generate documents in multiple formats (Google Docs, Microsoft Office, PDF) |
✅ | ✅ |
Generate documents on each form submission |
✅ | |
Mass generate documents from spreadsheet data |
✅ | |
Add images and photos uploaded with the form submission in the generated documents |
✅ | |
Use multiple templates to generate a different document conditioned on form responses |
✅ | |
Document organization |
||
Select a document template (Google Docs, Sheets, Slides) |
✅ | ✅ |
Store generated documents in Google Drive |
✅ | ✅ |
Define a file naming convention for generated documents |
✅ | ✅ |
Notifications and sharing of generated documents |
||
Set up a notification list of people (non-respondents) to be notified of each generated document |
✅ | |
Share generated Google documents with the notification list |
✅ | |
Set a different level of Google document access (view, edit, comment) for people in the notifications list |
✅ | |
Send generated documents (Microsoft Office, PDF) as attachments to the notification list |
✅ | |
Add all form respondents to the notifications list |
✅ | |
Use email markers in the notifications list to send notifications to emails provided by form respondents |
✅ | |
Personalize email notifications with data from the submitted forms or the spreadsheet |
✅ | |
Approval workflow for generated documents | ||
Enable an approval workflow to accept or reject the generated documents |
✅ | |
Enable requests for further information before approval or rejection |
✅ | |
Request signatures and sign documents with HIPAA compliant e-signatures |
✅ |
Responses spreadsheet
Google Forms keeps track of all submitted form data in a spreadsheet. You can open the spreadsheet from the View responses in Sheets button in the Responses tab.
Form Publisher uses the same spreadsheet to include information about each generated document, such as URLs to the generated documents, generation status, approval status, approver, and approval or rejection comments.
- Edit URL. If the Respondents can edit after submit option is enabled in the form, you can send your respondents the Edit URL to make any necessary changes.
- Generation status. Check whether the document is successfully generated.
- Doc URL. Link to the generated document in Google Drive.
- PDF URL. Link to the generated PDF file of the document in Google Drive.
- Approval. Indicates the approval status of the generated document.
- Approver. Shows the person who approved the generated document.
- Comment. Shows any comments submitted by the approver.
Reporting dashboard
Use the Reporting dashboard to track your Form Publisher quota and all Google Forms you have configured with Form Publisher.
Visit https://form-publisher.com/ to open the Reporting dashboard.
Note: You must log in to view the information for your account.
- Remaining quota. Review the number of Form Publisher recipients you can email by the end of today’s day.
- Plan. View the current plan you are using for Form Publisher as well as the start date of your subscription and its expiry.
- Forms using Form Publisher. Review the list of Google Forms using Form Publisher to generate documents. The list also provides the number of documents generated so far.
Premium plan
With a Free plan, you can generate up to 20 documents/month.
For an unlimited number of generated documents, subscribe for the Individual premium or the Business premium plans here.
Plan | Cost | Features | |
---|---|---|---|
Free | $0/year | Generate 20 documents/month | |
Individual premium | $79/year | Generate an unlimited number of documents | |
Business premium | $590/year | Generate an unlimited number of documents from an unlimited number of people in a Google Workspace domain |