The Smartsheet document builder saves you time and removes the manual, error-prone steps needed to create customized documents with sheet data. Quickly map the fields in your sheet to a fillable PDF form — or to a DocuSign template when signatures are required. Then use the mapping at any time to rapidly generate documents for one or more rows without leaving the Smartsheet platform.
For documents that will not require any signatures, you’ll begin by mapping your sheet to a fillable PDF form and then use the mapping to create custom versions filled with row data. The generated documents can be added to their respective rows as attachments or downloaded together in a zip file.
Learn more about configuring and generating custom PDFs in document builder.
When you need one or more parties to sign the documents you create, you will use the DocuSign Integration in document builder to map your sheet to a DocuSign template. Then use the mapping to generate the customized documents with row data, send them out for signature, and track their statuses in your sheet.
Learn more about creating, signing, and tracking documents with the DocuSign Integration.