Coverpage for Tempaltes

Jillian Tilley · 05/28/19

has anyone come up with a creative way to combine a template with a cover letter? So example - we use smartsheet to gather requirements, we want to deliver those requirements to our customer at the end of the project in a polished package. Right now, we use the export to PDF, and add a few notes in the provided comments box but we're looking for something a bit more robust. Any thoughts?

Andrée Starå · 05/28/19

Hi Jillian,

Depending on your structure, there are a few different options.

A workaround could be to use the integration with Google Doc or DocuSign or other similar services.

Would that work?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Jillian Tilley · 05/30/19

I haven't seen the google integration! Let me check that out. Thank you !

Andrée Starå · 05/30/19

Happy to help!

Here are two different solutions.

https://www.smartsheet.com/apps/docusign

https://www.smartsheet.com/apps/google-docs-smartsheet-merge

Let me know if you have any questions!

Best,

Andrée

Coverpage for Tempaltes

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