Is there anyway to receive responses from a form in pdf?

Ramone Palmer · 04/05/21

Hi Smartsheet community,

Does anyone know if there is a way to get captured responses from a form sent as a attachment in pdf format? I know you can get a regular email with the responses, but in my case I need to send the response to an exec to do final sign-off via Docusign (I was late to the docusign smarthseet integration party so dont have that feature). Any ideas?

Andrée Starå · 04/05/21

@Ramone Palmer

Excellent, and yes, I am as well!

If you have many contracts, I would recommend looking at upgrading to Enterprise because the integration with DocuSign is fantastic.

Let me know if I can help!

Yes, Document Builder would be my next recommendation, or you can print the row and save it as a pdf.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support 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!

Andrée Starå · 04/05/21

Hi @Ramone Palmer

I hope you're well and safe!

What Smatsheet Plan do you have? If you have Enterprise or higher, you can connect to DocuSign.

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!

Ramone Palmer · 04/05/21

https://community.smartsheet.com/discussion/comment/286102#Comment_286102

Hi Andrée all is well- hope same for you.

I noticed that after posting this, but yeah unfirtunately dont have Enterprise plan so unable to take advantage of this workaround, I was looking into the New Document builder feature to see if maybe that could work and I upload a prefillable form- not sure if this will work for me though, but will play around with it a bit more.

Andrée Starå · 04/05/21

@Ramone Palmer

Excellent, and yes, I am as well!

If you have many contracts, I would recommend looking at upgrading to Enterprise because the integration with DocuSign is fantastic.

Let me know if I can help!

Yes, Document Builder would be my next recommendation, or you can print the row and save it as a pdf.

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support 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!

Ramone Palmer · 04/05/21

@Andrée Starå Just 4 users currently- will explore the Document Builder- but was actually able to achieve what I need using print and then saving as .pdf so bravo sir ;)

Andrée Starå · 04/05/21

@Ramone Palmer

You're more than welcome!

Is there anyway to receive responses from a form in pdf?

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