Enhancement Request for Smartsheet Proofing Features

che.rabajante

Hello Smartsheet Development Team,

We would like to request enhancements to the Smartsheet Proofing features to better facilitate the processing of RFIs and Submittals in the construction industry. Currently, due to limitations and licensing requirements, we have paused using this solution and reverted to manual data entry directly into the sheets, which is less efficient.

The primary users of this functionality will be contractors, subcontractors, and consultants. We believe the following improvements will significantly streamline our processes:

Upload Proofs via Smartsheet Forms: Enable users to upload proofs directly through Smartsheet forms. While attachment uploads are possible in sheets, we need the ability to designate these attachments as "Proofs."

Eliminate Licensing Requirements for Uploading Versions: Allow users without a Smartsheet license to upload new versions of proofs. Currently, this requires a licensed user, which poses challenges as many contractors do not have licenses.

Implementing these changes would greatly enhance our workflow and improve collaboration among all parties involved. Thank you for considering our request.🙂

Georgie

Hi @che.rabajante,

Thank you for providing your feedback! However, since there are two separate requests in the same post, I've removed this post from the Product Ideas section - each individual idea needs to be its own separate post so that other members can vote on which one they agree with, and so that the Product team can post updates for each item as they likely won't all be addressed at once.

Regarding your request for uploading proofs via forms, it’s possible to convert an attachment to a proof which may be useful for you. Additionally, I found the following related idea post:

• Automation: Attachment to Proofs

Regarding your request for unlicensed users being able to upload new versions of proofs, I found a similar request here: 

• Smartsheet Proof Versioning for Non-License User.

If these are not close enough to what you're wanting, please create a separate unique post for each separate idea so that other members can vote on the ones they want to see Smartsheet implement as well.

Thanks,

Georgie