Quotes

Connect your Airtable Account to Documint

To connect your Airtable account with Documint, go to Settings > Integrations. You'll pick the Airtable option. In OAuth accounts, you'll click Add Account.

A page will show up for you to grant access to your bases. Feel free to add all current and future bases, or select the ones you want to work with.

And you're all connected! Now, let's work on an Invoice Template 🎉

Connect a Quote Template to your Base

Open the template gallery and select the Quote Blueprint you want to work with.

Under Sources, you'll see that there's a Custom Data Source. It's holding the fields that are currently in the template. To connect to Airtable, just click Connect in the Airtable option below it.

Map the Fields

After connecting to Airtable, select the base and table you want to connect with Documint.

In the field selector, pick the fields that will be used in the template.

To use fields coming from a Linked Record, you can click the + to expand it and select the fields coming from it.

Click Finish setup, and the Fields mapped will show up in the Fields panel!

Place the Fields in the Template

Now, with the fields mapped, you can just drag them from the Fields panel and drop them into the canvas.

Format the Fields

With the fields placed, you might need to adjust the formatting of some content. It's pretty simple. Just double-click the token and the formatting options will show up.

• Number

For numerical fields, you can display them as currency or percentage. Feel free to specify your country's currency and the required decimal places.

• Date

It's possible to format the date just as you need. There are the standard formats, but you can also change it to the one you need.

• Rich Text

If you have rich text content, you can make it display just as it is in your database. For that, you just need to set Markdown as the text type in the token settings.

Displaying a List of Items

If you're working with Line Items, Documint can display them dynamically. For that, you'll need to set up a loop. Just select the element you want to be repeated for each item (in this case, it will be the row). Click Edit Logic in its properties panel.

In the popup, go to the Repeat/Loop tab and select the list field. Don't forget to save.

And that's it! Now a row will be repeated for each item in that list, and the template will display the table dynamically 🎉

Preview the Template with Real Data

Go to the Preview tab and select a record to preview the final document with data from your base

Generate the Final Document

Now, back to the table connected with Documint, you will need to create an attachment field. This field will store the PDF generated from each record.

Now, under Sources, click Add Formula in the Airtable connection. Then select the Generation Link option.

Select the Attachment field that will store the generated PDF.

Then click Generate Link and a URL will be available for you to copy. Copy it and switch back to Airtable.

In the table we have the attachment field, create a Button field. This button will store the URL to generate the PDF from each record in that table.

Click the button to test it out!

Activate the Template

Once everything is displaying properly and all the adjustments were made, it's time to activate the template to generate unbranded documents.

And that's it! Get ready to save countless hours spent manually editing documents with variable information 🎉