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