By Smartsheet

Collect signed documents electronically from contacts in Smartsheet

Manage Electronic Signature Workflows with Smartsheet and DocuSign

Use DocuSign within Smartsheet to coordinate and speed up any process that involves signatures. This updated integration lets you quickly collect signed documents electronically from contacts managed in Smartsheet using just a few clicks. Eliminate the hassles of faxing, printing, and scanning forever! Find it on Smartsheet Labs, a place for customers to test-drive new, experimental apps.

Key Features

  • Send to one or hundreds - Instantly send to one or hundreds of contacts in your sheet. Each contact will receive a unique document copy to complete.

  • Autopopulate data - Visually map columns in Smartsheet to fields in DocuSign documents to automatically place row data like contact names, email addresses, dates, and amounts into the documents you send.

  • Store signed documents - Completed documents get attached back to the appropriate Smartsheet row and the status gets updated whether signed, declined, or expired.

  • Reuse common processes - After you set up a sheet to work with a DocuSign template, you can save it as a reusable workflow to use again anytime.

How to get it:

  1. Visit Smartsheet Labs DocuSign to connect your existing DocuSign and Smartsheet accounts together and get started.

Smartsheet Labs applications are experimental apps built by Smartsheet. These apps are not official Smartsheet products and are not officially tested or documented. We make no commitment or warranty that they will work or be continuously available. For more information, see our Smartsheet Labs User Agreement. Contact a Smartsheet representative to learn more about using Smartsheet with DocuSign.