
Smartsheet workflow integration with DocuSign

See Service Engineers Smartsheet Workflow slides
Service Engineers of most Skills and Industries have NEED of simple workflows to:
- record time taken
- note the solution provided
- get the client to physically sign off that work for invoice or as part of a service agreement
The Solution: Using a Smart Phone or Tablet, details of the work are entered from a Smartsheet SmartForm that then populates a worksheet
The Physical Sign-Off: A physical client signature is obtained, using a Smart Phone or Tablet, and the signed document returned to your worksheet in real time, meaning no delay in invoicing – all automated by Smartsheet data, merging with DocuSign Documents
Contact us to arrange a Free initial consultation or demonstration here. We’d love to hear from you












