{"id":3087,"date":"2015-01-27T11:28:01","date_gmt":"2015-01-27T11:28:01","guid":{"rendered":"https:\/\/smarterbusinessprocesses.com\/?p=3087"},"modified":"2015-05-11T11:43:02","modified_gmt":"2015-05-11T11:43:02","slug":"smartsheet-workflow-integration-docusign","status":"publish","type":"post","link":"https:\/\/smarterbusinessprocesses.com\/smartsheet-workflow-integration-docusign\/","title":{"rendered":"Smartsheet workflow integration with DocuSign","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"<h3>See Service Engineers <a href=\"http:\/\/www.slideshare.net\/GwenRymill\/smartsheet-workflow-integration-with-docu-sign\" target=\"_blank\" rel=\"noopener\">Smartsheet Workflow slides<\/a><\/h3>\n<p>Service Engineers of most Skills and Industries have <strong>NEED<\/strong>\u00a0of simple workflows to:<\/p>\n<ul>\n<li>record time taken<\/li>\n<li>note the solution provided<\/li>\n<li>get the client to physically <strong>sign off<\/strong> that work for invoice or as part of a service agreement<\/li>\n<\/ul>\n<p><strong>The Solution: \u00a0<\/strong>Using a Smart Phone or Tablet, details of the work are entered from a Smartsheet \u00a0<a href=\"http:\/\/help.smartsheet.com\/customer\/portal\/articles\/522221-using-web-forms\" target=\"_blank\" rel=\"noopener\">SmartForm<\/a> that then populates a worksheet<\/p>\n<p><strong>The Physical Sign-Off:\u00a0<\/strong>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 &#8211; all automated by Smartsheet data, merging with <a href=\"https:\/\/smarterbusinessprocesses.com\/docusign\/\" target=\"_blank\">DocuSign<\/a> Documents<\/p>\n<p><strong><a href=\"https:\/\/smarterbusinessprocesses.com\/contact\/\" target=\"_blank\">Contact us<\/a> to arrange a Free initial consultation \u00a0or demonstration here. \u00a0We&#8217;d love to hear from you<\/strong><\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>See Service Engineers Smartsheet Workflow slides Service Engineers of most Skills and Industries have NEED\u00a0of 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: \u00a0Using a Smart Phone or Tablet, details of the work [&hellip;]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":3,"featured_media":3088,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[128,127,223,126,125],"class_list":["post-3087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-physical-sign-off","tag-servce-engineers","tag-service-engineers-solution","tag-smartsheet-docusign","tag-smartsheet-workflow"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"featured_image_urls_v2":{"full":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",1024,576,false],"thumbnail":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize-150x150.jpg",150,150,true],"medium":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize-300x169.jpg",300,169,true],"medium_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",768,432,false],"large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize-1024x576.jpg",1024,576,true],"1536x1536":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",1024,576,false],"2048x2048":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",1024,576,false],"wp_review_small":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",65,37,false],"wp_review_large":["https:\/\/smarterbusinessprocesses.com\/wp-content\/uploads\/2015\/01\/DocuSign-1-resize.jpg",320,180,false]},"post_excerpt_stackable_v2":"<p>See Service Engineers Smartsheet Workflow slides Service Engineers of most Skills and Industries have NEED\u00a0of 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: \u00a0Using a Smart Phone or Tablet, details of the work are entered from a Smartsheet \u00a0SmartForm that then populates a worksheet The Physical Sign-Off:\u00a0A 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 &#8211; all automated by&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/smarterbusinessprocesses.com\/category\/blog\/\" rel=\"category tag\">Blog<\/a>","author_info_v2":{"name":"GwenR","url":"https:\/\/smarterbusinessprocesses.com\/author\/gwenr\/"},"comments_num_v2":"0 comments","gt_translate_keys":[{"key":"link","format":"url"}],"_links":{"self":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/3087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/comments?post=3087"}],"version-history":[{"count":0,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/posts\/3087\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media\/3088"}],"wp:attachment":[{"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/media?parent=3087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/categories?post=3087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smarterbusinessprocesses.com\/wp-json\/wp\/v2\/tags?post=3087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}