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Generating a Quotation based on Sheet information
Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
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Smartsheet Docusign integration
Hi All, I'm looking for a little advice. I want to set up a smartsheet automation that sends a docusign form once a specific field is sent in. I know I can make the signers based on fields on a smartsheet but can I have docusign fields filled in based on columns of the smartsheet. Basically I'm gathering necessary data and…
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Is it possible to combine multiple E-Sign documents into one Docusign envelope?
We have the Docusign/Smartsheet integration feature. When the template in Smartsheet generates, it automatically sends through Docusign. However, it is generating and sending different envelopes for each one. Even timing the generation of documents and sending to a specific time in the day won't group them together, they…
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Signature on Forms
If I am using an enterprise account with Docusign integration, is there any way to add a signature option to a form?
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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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Different Contacts for Final Signer in Docusign
Hi, I have set up a template in DocuSign and linked it to Smartsheet, however, I need to be able to set who is the signer internally as it will likely be a variable depending on the type of MNDA. Does anyone know if it is possible to enter a 1st Signer (Contact Person) then have the field for the final signer be variable…
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Can I Generate a DocuSign document that is ALSO mapped via a template?
Hello - I need to send a form to a number of people. I'd like to have them complete the form, and upon submission, automatically receive a DocuSign requesting their signature. For the DocuSign they receive, I'd like it to include their specific responses. I can set up the mapping, but it appears to only give me the option…
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Document Builder Tracking column?
I'm making a conditional checking but during the mapping process, I'm asked to specified a column on where to send it. Since I'm having 2 different columns: "Created By" & "Contact List", I can only specify one (since one person is needed to sign). So I'm creating 2 document builder based on the same template but each…
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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How do I append a completed docusign workflow?
We have a form for procurement where the requestor fills out a form for special procurement requests, it goes to docusign for signature, then goes to their director, and the completed form gets attached to the row. I want to be able to add a buyer's email to the buyer email column after the fact, and then the row…
