We are looking for a specialist in automation (Google Apps Script / Make.com / Zapier / Portant or similar
services) and document design, who will help implement semi-automatic report generation for
clients.
Essentially, we need a template that our specialists can work with.
The essence of the task: Our specialists need to enter all order data into a convenient Google
Sheet. For the client, this data should automatically (or with a click) convert into a presentable,
structured PDF document with the company's branding. It is important that screenshots of correspondence,
real product photos, and automatically generated charts are correctly included in the PDF.
Important: The PDF document is a separate document.
Technical requirements and expected functionality
Data entry: Only through Google Sheets (convenient dropdown lists, ratings, links to
images in Google Drive or direct insertion into cells).
PDF generation: The client receives a clean PDF file that does not look like a regular Excel
sheet, but resembles a professional business report/presentation.
Working with photos: Photos and screenshots uploaded by the specialist should automatically scale and
insert into the corresponding blocks of the supplier card in the PDF without distortion.
Graphics: A pie chart should be automatically generated based on the entered figures.
*I will provide the structure of the final PDF file (approximately 6+ pages) after we discuss the possibility of completing the task.
What technology stack are we considering?
We are open to your suggestions. This could be:
Google Sheets + Google Apps Script + Google Docs/Slides (as a template).
Google Sheets + integrators (Make.com / Zapier) + document generators (Portant, Documentero,
Form Publisher, PDFMonkey, etc.).
Any other reliable solution that ensures stable operation without complex actions on our part.
What is expected from the performer?
Analysis of our current process and proposal of an optimal technical stack.
Development of the design/template for the PDF report (or adaptation of our branding elements).
Setting up the connection between the Google Sheet and the document template.
Testing the system (checking photo insertion, chart generation, and multi-page supplier card generation).
A brief instruction or video demonstration for our team on how to use it.
It would be a plus in your response:
Examples of similar cases (automatic generation of PDF documents, commercial proposals, or reports
from Google Sheets).
Estimated stack of programs you propose for this task.
Assessment of timelines and costs for implementation.