Fillable PDF

scott.thompson23841scott.thompson23841 ✭✭✭✭✭
edited 12/09/19 in API & Developers
02/20/18 Edited 12/09/19

Has anyone tried to use the submit button on a fillable PDF form to send data into smartsheet?  Doens't seem to difficult but could use some guidance.

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Comments

  • AlisonAlison Employee

    Hello Scott,

     

    Thanks for reaching out!  Have you checked out our DocuSign app?  This is probably something close to what you're looking for.  If it's not, could I have you let me know more details on what would be different about what you'd like?

    Kind regards,

    Alison

    Smartsheet Support

  • scott.thompson23841scott.thompson23841 ✭✭✭✭✭

    Thank you for the response.  I did look at that plug in which takes data from smartsheet and inserts it into the formletter.

     

    What I want is to fill out a fillable pdf form and click the submit button on it to send the data to smartsheet.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Scott,

    You could probably set this up with zapier, but I have another idea that I will check and get back to you if it works.

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi again Scott,

    How often will you need to send pdf forms?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • scott.thompson23841scott.thompson23841 ✭✭✭✭✭

    Many each day - a few dozen perhaps.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Can you send me an example pdf form?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I am curious - would a web form work in this scenario?  I am assuming the fill-able pdf is "living" somewhere outside of smartsheet?

    Jef

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi again Jef,

    I missed your reply because of the previous issue with the forum.

    Did you find a solution?

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Matthieu KaminskiMatthieu Kaminski ✭✭✭✭✭

    Hi,



    Following up on that. I would like to set up similar things. I am trying to deploy a reimbursement system for my office.



    Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. 



    Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will need to have smartsheed trigger an alert/change status of the row by "ready for submission".

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Matthieu,

    You could absolutely do that with the Google doc or/and the DocuSign integration. Let me know if you need help setting it up. I'd happily work with you and create a solution. 

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Matthieu,

    How did it go? Did you manage to get something set up?

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I am also curious as to the ability to import information from a fillable pdf directly to Smartsheet.  Thanks for any solution you can offer.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Susan,

    How would you like to use it?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hey Andree,

    I'm looking for a similar solution to what Matthieu mentioned above.

    Once a user fills out a Smartsheet form it is logged into my tracker. From there, I want to extract some fields into a fillable pdf and have the user sign the document. What are your suggestions?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Denise,

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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