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How to Create a Purchase Order
Comments
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Hi Alex,
You could maybe use one of these two solutions. It all depends on if the information that you wan’t on the purchase order is on one line or more. Smartsheet Merge use one line for every document.
1. Using Smartsheet Merge for Google Docs to create the purchase orders https://www.smartsheet.com/apps/google-docs-smartsheet-merge
2. Cell Linking to a Purchase order summary sheeet in Smartsheet and then printing in to a pdf or exporting it to Google Sheets to get a cleaner pdf.
https://www.smartsheet.com/product-tour/cell-linkingThe last step is to start the DocuSign process and there are a few different ways to handle this.
I hope this helps you!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Alex To add to Andree's excellent suggestions...
Provided all the data for merge is on one row you can merge it into Docusign on demand. Send it for signing for one or even a countersignature then all filed back in Smartsheet when completed. Excellent system works really well.
If you need remote training on this Docusign should offer it for free but if you are still not finding it easy, my colleague Debbie can do remote training on this but there is a cost, so try DocuSign first?
Hope that helps
RichardR
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