Is there anyway to receive responses from a form in pdf?
Hi Smartsheet community,
Does anyone know if there is a way to get captured responses from a form sent as a attachment in pdf format? I know you can get a regular email with the responses, but in my case I need to send the response to an exec to do final sign-off via Docusign (I was late to the docusign smarthseet integration party so dont have that feature). Any ideas?
Best Answer
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Excellent, and yes, I am as well!
If you have many contracts, I would recommend looking at upgrading to Enterprise because the integration with DocuSign is fantastic.
Let me know if I can help!
Yes, Document Builder would be my next recommendation, or you can print the row and save it as a pdf.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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.
Answers
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I hope you're well and safe!
What Smatsheet Plan do you have? If you have Enterprise or higher, you can connect to DocuSign.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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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Hi Andrée all is well- hope same for you.
I noticed that after posting this, but yeah unfirtunately dont have Enterprise plan so unable to take advantage of this workaround, I was looking into the New Document builder feature to see if maybe that could work and I upload a prefillable form- not sure if this will work for me though, but will play around with it a bit more.
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Excellent, and yes, I am as well!
If you have many contracts, I would recommend looking at upgrading to Enterprise because the integration with DocuSign is fantastic.
Let me know if I can help!
Yes, Document Builder would be my next recommendation, or you can print the row and save it as a pdf.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
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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@Andrée Starå Just 4 users currently- will explore the Document Builder- but was actually able to achieve what I need using print and then saving as .pdf so bravo sir ;)
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You're more than welcome!
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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