Does anyone use Publisher for proposals linked to a database?

[empresita]

Hi there,

I’m thinking through how to optimise my client management workflow (and have an impressive client proposal).

If possible I’d like to create a template in Publisher that can import client provided data/text (or my tweaked version). 

How do you approach this? Do you link this to a google sheet? Do you integrate into a CRM, if so, which?

Can Publisher cope with simple data infographics? Eg %age circle chart or bar graphs?

Tips and thoughts or links to tutorials on this very much appreciated!

 

 

[walt.farrell]

1 hour ago, empresita said:

If possible I’d like to create a template in Publisher that can import client provided data/text (or my tweaked version).

You can use the Data Merge function to perform a one-time import of data from a CSV, JSON, or XLSX file. Help: https://affinity.help/publisher/English.lproj/pages/Advanced/dataMerge.html

 

[h_d]

1 hour ago, empresita said:

Can Publisher cope with simple data infographics? Eg %age circle chart or bar graphs?

It can import and place them (as .pdf, .jpg, .png and quite few others). And you can create them manually. But it can't create graphs or pie charts from raw data in the way that spreadsheet programs like Numbers and Excel can.

[IanSG]

37 minutes ago, walt.farrell said:

You can use the Data Merge function to perform a one-time import of data from a CSV, JSON, or XLSX file. Help: https://affinity.help/publisher/English.lproj/pages/Advanced/dataMerge.html

 

I know the data aren't updated automatically, but they can be reimported manualy.

[empresita]

1 hour ago, IanSG said:

I know the data aren't updated automatically, but they can be reimported manualy.

That’s cool for the use case I’m thinking it’d be a full update each time with each proposal. 
 

thanks for the advice everyone!