Document Builder

How to show each child row item on a separate line in a generated PDF?
Hi! I’m trying to create an invoice using Document Builder. I saw a video where they had a parent row with child rows underneath, and the child row items appeared in the generated invoice as separate lines. In the comments, they mentioned that Document Builder only generates from one row, so the child row data needs to be…
Sproof
Hello everybody, Does anybody use Sproof in combination with smartsheet instead of DocuSign? Is there any possibility to connect smartsheet to sproof? Thank you in advance!
Document Builder: Conditional Formatting & Symbols
It would be great if document builder was able to: either apply conditional formatting within the builder or carry through conditional formatting from the source fields/sheets able to pull through field properties such as symbols as the graphical representation rather than the backend text e.g. I want to include project…
Attachment capability for Docusign integration
It would be fantastic if there was the ability to attach files in the Docusign generation. It would make a large-scale project that our group performs every year much faster and easier for all of the users.
Why is my document generating with weird text?
My Smartsheet is generating a document with weird text, see below. This issue happens in both Microsoft edge and google chrome. Can anyone advise?
Document Builder to Fillable PDF - symbol fields
Hi everyone I have my fillable PDF which I created in Adobe Acrobat Pro I have mapped my smartsheet using the document builder and it all works brilliantly (yippee)......... ......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come…
Documents builder fails to load
Please help to fix a problem: I'm building an Automation to generate PDF from Sheet data (simple task). While opening a Generate document section - Select a mapping - Create new mapping, I'm getting a Document builder Error. Tried to reload a browser, reload a PC, clean up Cookies. What can I do more to fix it? Thanks in…
Generate Documents now available in Table View.
January 27, 2026 We're excited to announce a highly-requested feature for Document Builder! Document Builder now integrates with Smartsheet Control Center, Save as New, and Solution Center Template capabilities. Now, when you use ‘Save as New’ on a sheet or provision a new project from a Control Center Blueprint, your…
Document Builder Mapping Transfer
If I do a copy of a sheet that contains a mapping, I want that copy to have the same mapping without me having to reload the editable pdf and redo the mapping of the columns.
Document Builder Formatting
Does anyone know if there is a way to remove the blue boxes on the document building and format the text (bold, italics etc…)?

Document Builder

Discussion List