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

James Christiansen

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.

Andrée 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

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