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.