Build a customized contract

(0) Share

Report

Posted on by Erdamski

Hi all together,

I try to build following flow and need help, please:

1. Fill in the form your informations for the contract.

2. Fill this informations in a contract template on the specific fields. (stored at onedrive)

3. generate an new pfd with the informations of the client.

4. select the right space for the adobe sign function.

5. send it to the client for signing.

6. after signing download the copy in the right onedrive folder.

It will be great if someone can help me!

Thanks a lot and I hope you all are well!

Sincerely, Erdem

Categories:

Using connectors

I have the same question (0)

All responses (13)

Answers (0)

alrezac on at

Like (0)

Report

Hi,

Communities might be able to help out if you post what you have already and we can help with fixing up the areas that you are having difficulty with. If you have have difficulties in a specific area reach out and we can take a look. Otherwise we have some information on how to build flows here: https://docs.microsoft.com/en-us/power-automate/getting-started

Regards,

Alex

-------

Community Support Team _ Alex Rezac
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Was this reply helpful? Yes No
Erdamski 16 on at

Like (0)

Report

Hi @alrez ,

thanks for your fast reply. So for now i build an form to take the informations. And as an first step i want that the informations what i take that the fill out my template on the right place.
Like Company Name, First Name, Second Name, Adress, No, Post Code, Region, Country, E-Mail Adress, Hourly Rate.

If we can solve this, we can go to the next step.

Here is the Form

Template for Contract

I actually have an office 365 cloud and a adobe creative cloud and all there services.

I'm looking for your answer.

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

@Erdamski Check out this blog, I think it's relevant to what you're trying to achieve: https://flow.microsoft.com/en-us/blog/intermediate-flow-of-the-week-create-pdf-invoices-using-word-templates-with-microsoft-flow/

Was this reply helpful? Yes No
Erdamski 16 on at

Like (0)

Report

Hi SamPo,

thanks a lot! This is really helpful but I miss the first part. Because they don’t show how I get the client informations from a Microsoft form in to the word document to generate an pdf.

Could you recommend another link for that?

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

@Erdamski Try this:
https://www.youtube.com/watch?v=iEm0M_2EP_Y

Where he uses the PowerBI connector, use the word template connector instead.

Was this reply helpful? Yes No
Erdamski 16 on at

Like (0)

Report

Hi @Anonymous,

Thanks for that, but I already watched this video and he explains just how i can transfer the informations to PowerBi. But not to a word doc or and pdf with open fields to fill the template.

Kind regards,

Erdem

Was this reply helpful? Yes No
Community Power Pla... on at

Like (1)

Report

@Erdamski You need to use a setup like this:

The video shows you how to extract items from a form and the link above shows you how to input items to a word template. Put the two together in a setup similar to the above and be on your way.

Was this reply helpful? Yes No
Erdamski 16 on at

Like (0)

Report

Hi @Anonymous,

thanks for all your help. I am struggeling at "Populate a Microsoft Word template".
I Create an Word document as an .docx file with some fields but they show me an error.
Here is the Dokument.
Here is a screenshot of the settings.
This is the Error.
Error Text Translated: "The selected file contains no template items.
Thanks for helping out."

Was this reply helpful? Yes No
Community Power Pla... on at

Like (1)

Report

@Erdamski You first need to assign a field name and tag to the item before you can use it in flow.
Add a new field then click the 'properties' option then assign and 'name' and 'tag'. Once done, upload to OneDrive then you should be able to use it in the flow.

Was this reply helpful? Yes No
Erdamski 16 on at

Like (0)

Report

Hi @Anonymous ,

I see. I think the problem is that i don't have this fields what you explained.
I use the Mac OS Version of Microsoft Word.

Do you think that could be the problem?

Thanks.

Was this reply helpful? Yes No