Can a Smartsheet form submitted auto-populate PDF then triggers DocuSign

Matthieu Kaminski

Hi,

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 smartsheet trigger an alert/change status of the row by "ready for submission".

 

Would love to see if this is doable.

Shaine Greenwood

Hi Matthieu,

I'd recommend checking out our Docusign integration to see how it works with Smartsheet: https://www.smartsheet.com/docusign