Automated PDF Sales Reports from Google Docs
Sales reports need to be timely, accurate, and in the hands of the right people before they become irrelevant. An automated PDF workflow ensures the sales team has the latest report at the start of every week or month without anyone having to manually export and email it.
Sales data sources
Sales data typically lives in a CRM or a Google Sheet that is updated by the sales team or synced from a CRM. Use Apps Script or Zapier to pull the current period's data into the report template. Zapier's CRM integrations can push data directly into a Google Sheet that feeds the report.
Rep-level vs. team-level reports
If you need individual rep reports as well as a team summary, generate one PDF per rep and one summary PDF per run. Loop over a list of reps in your Sheet, filter the data for each one, populate a rep-level template, and export a separate PDF. Then generate the team summary as a final step.
Distribution to the sales team
Post the team summary to a Slack sales channel and email individual rep reports directly to each rep. This gives the team visibility on overall performance while keeping individual performance data appropriately private.
Frequently Asked Questions
Can I automate sales commission PDFs with the same workflow?
Yes. Commission calculations in a Sheet can feed a commission statement template Doc. Export each rep's statement to PDF and email it to them directly. This replaces a time-consuming manual process.
Related article
Set up a workflow to convert Google Docs to PDF →Ready to Try It?
Install the free Chrome extension and start converting your Google Docs to PDF in one click.
Install Free Extension