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.
- 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 is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. Smartsheet empowers better collaboration, accountability, innovation, and real-time visibility into what matters most, to make better decisions faster. 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.
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