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In this video tutorial, Mike, the Partner Success Manager at School of Sheets, introduces the new feature called Document Builder in Smartsheets, released in October 2020. Document Builder allows users to easily convert Smartsheet data into PDFs, enabling quick scaling of business operations for report generation, purchase orders, RFPS, and other documents. The tutorial will cover Smartsheet setup, configuring a PDF template using Document Builder, and discuss various use cases and workflows. The specific use case for today's walkthrough is creating a sales reporting template to update higher-level executives on the sales pipeline status, covering end-to-end deployment and nuances of this process.
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