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Sales/Support Hours
I am growing increasingly frustrated with not being able to get in touch with help early in the morning (east coast). What are the hours that sales and support work? I can't find it posted on the website anywhere. Having to wait until midday to get a hold of anyone is really a pain and causing delays for my organization.
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Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
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What is the sheet limit in business plan?
We are currently on an "silver" enterprise plan with 25 users and 22 provisional users until August 26, 2025. I'm exploring different ways to use smart sheet so I don't have to nearly double my costs with subscription model. Any help would be greatly appreciated, thanks Jef
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Smartsheet Referral Program
Hi, Wanted to check if smartsheet has any referral program (where existing user introduces new users) ? If yes, how does the same work ? Have tried checking the app but unfortunately couldnt find any such information pertaining to referrals there. However there is a Smartsheet Referral Agreement available on web thus not…
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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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Sales pipeline and reporting - capturing feedback
Hi everyone, First time poster! I am looking to create a basic sales pipeline and reporting solution. The basic template is lacking 2 key things and i am trying to workout a simple way to add them without making the solution clunky! The people who will use the form are not IT savvy and if it looks too complex might well…
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Tag for Sellers or Service Providers
can there be a requirement for community participants advertising for the services they sell to have a user tag or disclaimer? In addition it would be very beneficial to restrict advertising in the feature request forums, that is just not the place.
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Complaints - Where to complain.
Hi Does anyone know how to lodge a complaint concern poor customer/support service? This is what I am getting from SS support. The Smartsheet website is the only website that cannot be accessed from my organisation. "Your IT department should be able to troubleshoot and resolve. Restarting the router should assist, but…