Sales and customer management
Spreadsheet Data Entry helps you enter data into spreadsheets quickly from your phone: create forms, fill in fields, scan QR codes and barcodes, add photos, and save records to Google Sheets or locally.
When a sales representative takes an order at a customer location, I want to enter items, quantity, price, and a comment from my phone so that the order appears in the shared spreadsheet immediately instead of being sent through messages.
| Alternative | Limitations | Why SDE is better |
|---|---|---|
| Paper order form for a sales representative |
The order must be delivered and re-entered at the office, and items or quantities may be read incorrectly
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SDE lets you enter the customer, item, quantity, price, and delivery date during the meeting without re-entering data; it uses item lists, number fields, and offline operation.
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| Direct entry in Excel or Google Sheets from a phone |
On a small screen it is difficult to find the correct row and column, and formulas, previous records, or the spreadsheet structure can be changed accidentally
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SDE separates data entry from spreadsheet editing: the user sees only the required fields, and values are placed automatically in the columns configured for the “Collect Orders as a Sales Representative” use case.
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| Orders sent through a messenger |
Employees use different message formats, so order lines are difficult to combine into one register automatically
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SDE collects all required values in one guided form and immediately creates a structured row for the “Collect Orders as a Sales Representative” use case.
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| Mobile CRM or order system for sales representatives |
Supports catalogs and pricing but requires implementation and maintenance of the product database
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SDE can be launched without a full implementation: create a form, connect Google Sheets, and use only the fields required for the “Collect Orders as a Sales Representative” use case.
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Download SDE, sign in with Google, and grant access to your Google account so the app can work with your Google Sheets.
The app is ready to work with Google Sheets.
Prepare a Google Sheet and create a new SDE form that will send data to the required worksheet.
The form is connected to Google Sheets and ready for field configuration.
Configure the fields users will complete on their phones and specify which Google Sheets column should store each value.
The form is fully configured and ready for data entry.
Open the completed form, fill it in on your phone, and send the first record. The data will appear in Google Sheets immediately.
The data was submitted successfully and appeared in the spreadsheet.
Ready-to-use Google Sheets template: Field Sales Orders
Copy the ready-made spreadsheet to your Google Drive, connect it to an SDE form, and start collecting data from your phone. The template already includes the required columns, formulas (where needed), filters, and a sample row.
Open templateComplete the order during the customer meeting and send it to the shared spreadsheet.
Customer, item, quantity, price, discount, address, delivery date, and comment.
Use an item list or barcode scanner.
Submit a separate row for each item using the same order number.
Yes. Records are queued and sent when a connection becomes available.
Add a fixed field with the representative's name or use an employee list.
