Data entry in Smartsheet->Invoice generation->Send to client->Sign->Attach signed invoice to row
Currently we use the Google Doc integration to produce an invoice pulling the data from a selected row in Smartsheet. This gives us a pdf, which we then manually deliver to the client, get signed, then scan and upload.
We would like to change to an e-signature. Adobe can do it, but we would need to export our file to excel, then use Adobe to create the invoice, email and receive. Then upload to Smartsheet.
Is there a better path forward? I really don't want to introduce Excel to our process if possible, would prefer that the data comes directly from Smartsheet.
Open to whatever software solution is most straight forward.
Answers
-
I hope you're well and safe!
An excellent solution could be DocuSign and the fantastic integration with Smartsheet.
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.7K Get Help
- 406 Global Discussions
- 218 Industry Talk
- 457 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives