Smartsheet

Collect signed documents electronically from projects, spreadsheets, plans and task lists.

Use DocuSign within Smartsheet's collaborative work management tool to coordinate work that involves signatures. Whether you’re managing event attendees, partner agreements, or customer sign offs, this integration lets you quickly collect signed documents electronically from contacts managed in Smartsheet. Eliminate the hassles of rekeying and import/export and simply DocuSign it directly from Smartsheet.

Send to one or hundreds

Instantly send to one or hundreds of contacts in your sheet and each contact will receive a unique document copy to complete. Completed documents get attached back to the appropriate Smartsheet row.

Auto populate data

Visually map columns in Smartsheet to fields in DocuSign documents to automatically place row data like contact names, email addresses, dates and amounts into the documents you send.

Reuse common processes

After you set up a sheet to work with one or more DocuSign templates you can save it as a reusable workflow to use again anytime.

Key Features

  • Secure - DocuSign and Smartsheet both offer the highest level of security to keep your data safe.
  • Flexible - Collect signatures from one or multiple people - select recipients from a list of your Smartsheet collaborators or type in any email address.
  • Automatic - Documents with completed signatures are automatically attached in Smartsheet

About the partner

Smartsheet, a leading Software as a Service (SaaS) company, offers businesses an intuitive collaboration and work management tool. The ease of use of the familiar spreadsheet-like interface, coupled with file sharing, work automation and Gantt chart features, have made it a popular and highly functional collaboration and project management tool. Customers include construction companies, consulting firms, schools and universities, utility firms, government entities, healthcare organizations, high-tech firms, non-profits, manufacturing and law firms, among others. Additionally, Smartsheet offers mobile apps, pre-built templates and integrations with leading cloud apps such as Box, Dropbox, Salesforce, Google Drive and Zapier to ensure users are up and running quickly. Visit www.smartsheet.com for more details.

Get it now