Docusign + Smartsheet

Work More Efficiently With Docusign and Smartsheet by generation, signing, and tracking the documents that power your business — all from Smartsheet.

A centralized solution to scale your document workflows

Smartsheet is partnering with DocuSign to streamline how your team creates and executes business-critical documents. Reduce your costs and time to signature by planning, managing, and reporting on your document workflows in Smartsheet.

Configure

Easily map the fields in your sheet to a DocuSign template with the document builder’s intuitive wizard and drag-and-drop interface.

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Generate & sign

It takes only a few clicks to create numerous documents from your mapping at once — each customized with data from a different row in your sheet — and automatically route them for signatures. You can also send them to your DocuSign drafts folder for further review.

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Track

Enable real-time DocuSign statuses in Smartsheet to seamlessly report on progress, kick off automated workflows, and more.

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Store

Each fully-executed document is attached right back on the row where you managed its processing so you and your team always know where to find it.