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Why you should use this

This automation converts Google Sheets data into formatted purchase orders, enhancing procurement efficiency and accuracy. It streamlines the order creation process, reduces manual input errors, and ensures consistent order documentation for better supplier management.

How it Works

Automatically create purchase order PDFs using data collected in a Google Sheet. A new purchase order will be created for each Google Sheets row, including when new rows are added. You can use any Google Doc purchase order as a template.

Connect Google Sheets to Lido

New Google Sheet rows are automatically synced to Lido.

Create an purchase order PDF and save on Google Drive

Generate an purchase order PDF by merging Google Sheets row data into a Google Doc template. You can replace specific fields in the template by placing variables in {{variable_field}}. New purchase order PDFs are automatically saved to Google Drive.

CREATEPDF(<Google drive credential>,<path to template>,<file name>,<output cell>)

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for purchasing agents, supply chain coordinators, and business owners who use Google Sheets and require an automated solution to generate purchase orders from spreadsheet data. This automation is especially beneficial for those managing frequent orders and supplier interactions.