Data entry in Smartsheet->Invoice generation->Send to client->Sign->Attach signed invoice to row

06/30/21
Answered - Pending Review

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

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @James Christiansen

    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 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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