Custom Insured
My Client
Custom Insured
I was contacted by this United States-based client about a PDF form that they wanted reproducing in Google Docs and then have that document automatically populated with data generated by a form.
The PDF form, a General A&H Application form, was a very complex one that had obviously been made with multiple tables, possibly in Microsoft Word.
Replicating this form in Google Docs was a massive task in itself and the client wanted it to look exactly the same. The main issue was that this was an official form and it had to be identical. The client felt that automating the completion of the form would save time in the long run.
Original General A&H Application form
Replicating this form in Google Docs was a massive task in itself and the client wanted it to look exactly the same. The main issue was that this was an official form and it had to be identical. The client felt that automating the completion of the form would save time in the long run.
Google Forms was used to provide the user interface. The questions had to mirror those on the form. Upon submitting the form the data populated a Google Sheets spreadsheet. I set up Google Apps Script that responded to a trigger to make a copy of the Google Docs template.
Google Docs template
Data from the spreadsheet matches fields or 'markers' in the newly created Google Docs file to add the answers to each corresponding box. Then, a PDF is created from the Docs file.
I am pleased to say that the client tipped me as much as the project price this doubling the payout!
A resulting PDF with test data (test data entered by client)