Automated PDF Client Deliverables from Google Docs
Client deliverables need to be professional, on time, and in PDF format. Automating the conversion and delivery removes the risk of a late export or a manual error in the distribution.
Client-specific routing
Store a client roster in a Google Sheet with the client name, delivery email, and Drive folder path for each client. When the conversion script runs for a client document, it looks up the client's details and delivers the PDF to the right email address and saves it to the right folder.
Consistent PDF formatting
Client deliverables need a consistent look. Use a Google Doc template with your branding in the header and footer. The template ensures every client receives a PDF with the same professional format regardless of which team member produced the source document.
Delivery confirmation
After sending the delivery email, log the delivery in a Google Sheet: client name, document name, delivery timestamp, and recipient email. This creates an audit trail that is useful for billing, follow-up, and dispute resolution.
Frequently Asked Questions
Can I send different PDFs to different clients in one script run?
Yes. Iterate over the client list in your Sheet. For each client, find their deliverable document in the corresponding Drive folder, convert it, and send it to their email. One script run processes all clients.
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