Status Update: Smartsheet Supported DocuSign Integration

Greg Poapst · 10/02/20

Hi All,

Anyone see any updates on this? I wasnt able to watch all of the engage announcements but still dont see it anywhere.

Best,

Greg

Kidco Head Start · 10/02/20

@Greg Poapst The only thing I saw was an option to Generate Documents.

S_Karkhoff · 10/02/20

Is the new Document Builder supposed to be the replacement for the Docusign Integration? If so, how can I end the document through a workflow in SS that still connects to Docusign with out using Bridge, Zapier or another paid tool?

Lindsay AR · 10/05/20

Was this fully deprecated without the announcement that was promised (60 day and 14 day emails)? For the past several days we have been getting "unexpected error".

Greg Poapst · 10/06/20

I'm severely disappointed in the lack of communication from the product team. Below is literally the email I have received 4 times, after explaining that Q3 is over, and we still don't have a timeline on this. I can build it through Zapier, but the sole reason we were using Smartsheet was because of this proposed functionality by Q3. Our business has been hurt by this, and there is still no sign of any timeline for the docusign integration to be released.

I don't want to waste countless hours building something through Zapier, if the release is coming in the next month or two. Just give us answers!

Hello,

Thank you for contacting Smartsheet Support. I understand that you would like more information about the release that is planned for Q3 of 2020 with the Docu-sign Integration. I am happy to assist you with this!

We currently do not have an update on this release as of now however when we do it will be posted in our Smartsheet Community page:

https://community.smartsheet.com/

We also offer release notes that you can subscribe to that give you updates on the new releases in Smartsheet: https://www.smartsheet.com/content-center/product-news/release-notes

Andrée Starå · 10/07/20

Hi @Genevieve P & @Hunter Reed

Do you have any news regarding the DocuSign integration that was supposed to be released in Q3?

I have some clients asking what is going on.

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Hunter Reed · 10/07/20

@Andrée Starå thanks for following up! The upcoming integration will be a hit, and the recent release of Document Builder brings us one step closer to creating powerful document workflows in Smartsheet.

With that said, I've checked in with our Product team about this. They have confirmed we are actively working on this feature and expect it to be released around the end of year, however I do not have an exact date for when this may be. I'll update the post's title and be sure to update this post as soon as more dates become available.

Per the topic of deprecation, the new Smartsheet supported integration will be available with ample overlap before we turn off the unsupported DocuSign Labs integration. For previous Labs users, we have not yet turned off the DocuSign labs integration and you still will be notified 60 and 14 days prior.

Additionally, many of our new capabilities get released ahead of time to our Early Adopter Program so members can test, build innovative workflows, and share critical feedback before the capability is available to all. Anyone that is interested in exclusive, early access to some of our newest capabilities before they are released to the public should check out the EAP page and apply to become a member.

Thanks,

Hunter

Gwyneth C · 10/07/20

Note from moderator: I changed the title of this post to reflect Hunter's latest update about timing.

Nancy Heater · 02/04/21

Morning all - @Hunter Reed @Andrée Starå @Genevieve P

Looking for an update on the Docusign integration, as I have not been able to find any updates elsewhere.

Thank you!

Andrée Starå · 02/04/21

Hi @Nancy Heater

It's planned for release in March.

There was an email sent out yesterday to users of the Smartsheet Labs version.

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!

Hunter Reed · 02/04/21

If you've used the DocuSign Integration within Smartsheet Labs, or have a DocuSign account you use to send documents out for signature, you'll be excited to learn that the new, Smartsheet DocuSign Integration is expected to be released to licensed users on an Enterprise or Premier plan in March of this year.

The new DocuSign Integration is quick and easy to set up using our user-friendly wizard, enabling you to get to work right away with new mappings, or the DocuSign templates you already use today. If you’re already familiar with Smartsheet document builder, you’ll feel right at home setting up your mappings.

If you wish to try the new DocuSign Integration now, and provide feedback on its functionality before it’s released, you can! As of February 3rd, 2021, the new Integration is part of our Early Adopter Program (EAP), along with several other exciting Smartsheet capabilities. EAP membership is easy and participation is free. Watch this overview video to learn more and visit the EAP webpage to apply.

Coastal Mountain · 04/11/21

Jennifer Fulcher · 12/10/21

any updates, I can't seems to locate how to integrate

Andrée Starå · 12/11/21

Hi @Jennifer Fulcher

I hope you're well and safe!

The first requirement is that you must have the Enterprise plan or higher.

Here's more information on how it works if you have Enterprise or higher.

Create and Edit a DocuSign Mapping | Smartsheet Learning Center

https://help.smartsheet.com/articles/2482231-generate-and-send-documents-for-signature-with-docusign

With DocuSign integration, you can map a DocuSign template to a sheet, then use that mapping to create and send customized documents to specific re

Did that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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Create and Edit a DocuSign Mapping | Smartsheet Learning Center

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