Customer Forum

Using Google Docs as PDF template for Quotations/Invoices

External Posted: 2015-01-01 20:37


I want to know if it is possible to use templates from google docs to output quotations/invoices as PDF documents.

I logged in using my google apps, and have the button "New Google Doc" in the quotation window, but I'm clicking this button I always get error "We are sorry that there has been an error.  Workbooks has recorded the incident with reference: 160794-06585-72059" (The error reference is diffenet everytime)

I use the free edition of google apps.

Workbooks Support Posted: Fri, 02.01.2015 - 08:43


Yes, it is possible to create a template within Workbooks which is then used as the basis to populate a Google doc and you can find more information about how here.  However, in order for this to work you do need to be using a paid for version of Google.