Automated document routing + e-signatures

LGraf

In addition to the Smartsheet-DocuSign integration being quite brittle, a DocuSign subscription (in addition to Smartsheet) is cost prohibitive for high volumes of documents.

Is there a built-in Smartsheet alterative or otherwise a different integration with automated document routing and electronic signature functionality?

Andrée Starå

Hi @LGraf

I hope you're well and safe!

No other integration is as nice as DocuSign, but there are other options.

• Using Zapier to connect to one of the e-signature services
• Formstack Documents or other similar services.

Would any of those options work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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LGraf

Hi Andree, nice to hear from you again. I really appreciate your time.

We do not currently use Zapier so that workaround would require us to purchase both a Zapier account as well as a separate e-sign software, which adds technical complexity and probably negates the potential cost saving.

Formstack seems to be broken into Formstack Forms, Documents, and Sign. It's not yet clear to me whether Formstack Sign can be directly integrated with Smartsheet or whether it also would need to be run through Zapier. I will look into this.

No other suggestions? Bummer.

Thanks a bunch.

LGraf

Unfortunately, Formstack Sign (or Suite) does not integrate with Smartsheet and requires a third party software integration so using their software is the same as Zapier + any e-sign software.

Opening documents out of Smartsheet in a new tab coupled with Acrobat Creative Cloud's Chrome extension (paid service) enables you to send documents for e-signature from browser but it lacks any integration or automation that DocuSign offers.

A major bummer that there are not additional e-sign software integrations available for Smartsheet, or another solution to this problem.