Spreadsheet Data Entry
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Sales and customer management

Monitor Subscription and Contract Renewals

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.

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Record Sales and Orders with a Phone

When a sale is completed or a new order arrives, I want to record the customer, amount, status, and date from my phone immediately so that the sales spreadsheet stays current and data is not entered later.

Log Calls and Next Actions for Customers

When a customer call or meeting ends, I want to record the outcome, status, comment, and next contact date from my phone so that agreements are not lost and follow-ups happen on time.

Collect Orders as a Sales Representative

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.

Situation

When a customer starts a subscription or fixed-term contract, I want to record the start date, end date, amount, and status immediately so that I can see upcoming renewals and retain repeat sales.

Spreadsheet Data Entry vs Alternative Ways to Solve This

Alternative Limitations Why SDE is better
Contract expiry calendar
Terms and amounts are stored separately from customer history, so changes or renewals are easy to miss
SDE lets you save the customer, plan, amount, start date, and end date immediately without re-entering data; it uses date and number fields plus status lists.
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
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 “Monitor Subscription and Contract Renewals” use case.
Contract spreadsheet updated manually
If the manager does not enter data immediately after the sale, expiry dates and statuses become outdated quickly
SDE collects all required values in one guided form and immediately creates a structured row for the “Monitor Subscription and Contract Renewals” use case.
CRM or subscription management system
Automates reminders and payments but may be too complex for simple term monitoring
SDE can be launched without a full implementation: create a form, connect Google Sheets, and use only the fields required for the “Monitor Subscription and Contract Renewals” use case.

How to Set Up SDE with Google Sheets

1

Install the app and sign in with Google

Download SDE, sign in with Google, and grant access to your Google account so the app can work with your Google Sheets.

  1. Install SDE on your smartphone.
  2. Open the app.
  3. Sign in or create an account with Google.
  4. Open Settings.
  5. Connect the Google account you want to use with Google Sheets.
  6. Confirm access.

The app is ready to work with Google Sheets.

2

Create a spreadsheet and connect a form

Prepare a Google Sheet and create a new SDE form that will send data to the required worksheet.

  1. Create a Google Sheet.
  2. Add a worksheet for collecting data.
  3. Tap “Create form” in SDE.
  4. Enter the form name.
  5. Select Google Sheets as the storage destination.
  6. Choose the required spreadsheet and worksheet with the assistant, or paste the link manually.

The form is connected to Google Sheets and ready for field configuration.

3

Add form fields and map them to spreadsheet columns

Configure the fields users will complete on their phones and specify which Google Sheets column should store each value.

  1. Open the form field editor.
  2. Add the required fields, such as date, barcode, item name, quantity, and location.
  3. Select the appropriate data type for every field.
  4. Specify the destination column for each field: A, B, C, and so on.
  5. Mark required fields when needed.
  6. Save the form.

The form is fully configured and ready for data entry.

4

Open the form and send data to the spreadsheet

Open the completed form, fill it in on your phone, and send the first record. The data will appear in Google Sheets immediately.

  1. Open the saved form.
  2. Complete the fields or scan a code.
  3. Tap “Submit”.
  4. Wait for the successful submission confirmation.
  5. Open Google Sheets and check the new data row.

The data was submitted successfully and appeared in the spreadsheet.

Template

Ready-to-use Google Sheets template: Contract Renewals

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 template

Result

RENEWALS ARE VISIBLE IN ADVANCE

Save the contract or subscription term at the time of sale.

  • upcoming end dates are highlighted in the spreadsheet
  • managers see which customers need follow-up
  • payment and term history is stored together

FAQ

Which fields are needed for a subscription or contract?

Customer, product, start date, end date, amount, status, and manager.

How do I highlight upcoming end dates?

Set up conditional formatting based on the end-date column in Google Sheets.

How do I record a renewal?

Submit a new record with the new term and a Renewal transaction type.

Can I track different plans?

Yes. Add a Plan list field.

How do I find expired contracts?

Filter rows by end date and status.

Get started

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