Form management with Document Builder for Smartsheet Gov

COMING SOON: Generate, sign, and track the forms that power government work — all from Smartsheet Gov. Streamline and scale how your team handles mission-critical forms.

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Why Document Builder Matters for Government Work

  • Automate almost any form intake process through creation, send, completion, signing and storage.
  • Prepare contracts, purchase orders, lease agreements, and other forms — without human error.
  • Generate custom PDFs on demand or automatically using the information captured in your sheet.
  • Integrate directly with Docusign to seamlessly configure signer roles and add custom fields to your template from your sheet.
  • Track signing statuses automatically.
  • Attach completed PDFs to their respective rows in your sheet for safe keeping, or to quickly advance any business workflows they support.

Save time, reduce costs, and drive impact

Transparency

Increase transparency with centralized management of e-signature form workflows.

Accuracy

Create more accurate forms without error-prone steps.

Efficiency

Save time and reduce costs with scalable form creation & native e-signature integration.

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City of Minneapolis Cuts Administrative Time in Half with Document Builder

The city of Minneapolis uses Smartsheet with Document Builder to automate the processing of 400-500 amplified sound permits yearly, reduce administration time by 50 percent, and meet accessibility requirements.

“Smartsheet Document Builder is a complete game-changer for us, because it automates the entire process,” said Scott Gehrig,  senior Business Analyst for the city. “We no longer need to try and track people down to process credit card payments for permit fees.”

Learn more about how City of Minneapolis uses Document Builder

Turn your form workflow into a strength

Smartsheet’s rapid form generation, combined with DocuSign’s market-leading e-signature platform, will help you save time, reduce costs, and ultimately drive your business forward. Easily map the fields in your sheet to a DocuSign template using the builder’s intuitive wizard and drag-and-drop interface. Then use the saved mapping to generate up to 100 forms at once — each customized with data from a different row in your sheet — at any time with just a few clicks. The DocuSign integration enables you to immediately send your generated forms out for signatures, automatically track real-time signing statuses in Smartsheet for easy reporting, and store the fully executed forms as attachments right where you manage your workflows.

Learn about DocSign integration with Smartsheet