SharePoint is missing tools to produce custom documents such as invoices, purchase orders or quotes from lists. We need a way to automatically produce documents based on processes that we do in SharePoint.
We also need to be able to create print templates in an easy and intuitive manner. For most of us, creating a print template using Microsoft Word is the simplest option. But how do we connect that with SharePoint and handle repeating tables?
In our next webinar, we’ll show how you can create your own custom Microsoft Word print templates, have those automatically converted to PDF and even automatically emailed to customers. All done with a simple and easy to understand process! We’ll cover these key concepts:
- Create Microsoft Word print templates
- Connect your templates to SharePoint lists
- Build repeating tables for line items
- Automatically get line items totals
- Automated conversion from doc to PDF
- Email output to customers with the automatically
At Infowise, we serve as your strategic partner, assisting in your digital transformation. ULTIMATEforms contains a wide array of SharePoint components, developed to give you the power to innovate, automate, and scale up your processes. ULTIMATEforms helps you create amazing, advanced business solutions based on your SharePoint lists and document libraries, using nothing but your browser! Anything from simple Leave Request or Expense Report and all the way to complex Help Desk or Project Management solutions can be built in minutes, without writing a single line of code.
Flexible Forms That Work the Way Your Business Does
Create modern, responsive forms in SharePoint that are easy to build and even easier to use. Add tabs, control who sees what, validate input, and capture complex data with repeating sections and electronic signatures.
Build forms that guide users, reduce mistakes, and keep your processes running smoothly, all while your data stays securely inside SharePoint.
Automation Without The Complexity
Replace complicated workflows with simple, powerful Actions that run directly inside SharePoint. Create, update, and connect data across systems like Exchange, SQL, and Teams with just a few clicks.
Set up automation in minutes, not hours, and give more people the ability to build and manage solutions without relying on developers or getting stuck in long backlogs.
Clear Reporting That Drives Action
Turn your SharePoint data into dashboards, reports, KPIs, calendars, and charts that are easy to understand and share.
Give your team real visibility into what is happening so they can respond faster, stay accountable, and make better decisions every day.
Pre-Built Solutions That Get You Started Fast
