Create an Invoice in SmartSuite using the Document Designer 

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this is really good! This is promising, but the game changer will be the automations => generating pdf automatically and sending it to the customers (one by one or in bulk) These are key features for almost all of the projects I make for my customers. Today I do this with airtable and make (as the make module from airtable is better - for now - than smartsuite's). But with this feature, I will go on Smartsuite.

I'm excited to get my hands on this feature! Can't wait for Alpha to come to us all.

If you ‘lookup’ the price then in the future if you change the selling price for an item won’t it change the invoice totals for all invoices that include that item?

What if we have clients and their projects require different items. How would I set up a client and a project that sends a contract with deposit due. Then down the road they want to change something on the contract, how would I add that to the contract?

Hey Gareth - been many years since visiting, back since your Airtable days. That said, I'm looking at comparing the SmartSuite Document Designer to the AirTable Page Designer - would you happen to have a comparison matrix? If I'm understanding your video, straight up DD has relative sizing of elements, something which was a real deal-breaker with PD. I may have missed in this video too, but is there proper multi-page support, so for example, I could print out a 10 page product manual from the data in my apps?

You lost me at Line items :( I'm really new to this, and I couldn't figure out how you setup the line item app. Also, is there a way to have several categories which contain several items under each category? Like Services, Medicines, Packages? Should each category be a different line item? TIA

This is great! although I didn't get how I can select a specific record and then hit the document button to see exactly that info and not just browsing the arrows until I find the right invoice.

Thank you for this helpful tutorial. Is it possible to create a nice form or view to create new invoices and add some products with some kind of sub form. I saw that SmartSuite has Sub-Items fields but it seems that it's not possible to add lookup fields in it.

Is that feature at the end you mention out? Click a button in the file upload field and automatically generate an invoice pdf?

Hi Gareth is there time for an updated video for document designer. Are we able to add logos, etc.

When I use the same formula you used to generate the Invoice Number, I get a thousands comma in the result. What am I missing?

Hi Gareth, this looks great. I wonder if there is a way to have the subtotal displayed as a currency. The Dollar sign disappeared after using the formula. I am considering switching from Airtable to SmartSuite, and I am really impressed by the features I see.

Is there any news on when the automations will be coming?

Hi Gareth, great video! Have you ever come across the error "MULTIPLY: Argument with type ___ NOT allowed" (the blank space being the name of the field)? I used the exact same formula as you: [Products].[Price]*[Quantity] I tried with "Price" being a currency, a formula and number field. All of them gave me the same message. I even tried other functions and operators, but no success here either. The only thing that seems to work is CONCAT, but then I can't create operations with it anymore. Be well my friend.