Smartsheet Documents & E-Signature
Powerful Document Automation & Signing for Smartsheet
Smartsheet rows turned into signed documents
Works through Zapier or your AI assistant. DocsAutomator has no native Smartsheet connection; this page shows only the routes that run today.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Contracts and agreements, created and signed with DocsAutomator
Some examples of our customers and the documents they automate and sign daily
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
SignedAgreements go out from your records and come back signed.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Delivery notes · Inspection reports · Purchase orders
SignedNew hires, clients and students sign their paperwork before day one.
Employment contracts · Offer letters · Enrollment forms · Letters of authority
Strong reasons for choosing DocsAutomator to automate & sign your Smartsheet documents
All you need to effortlessly automate and sign your documents
The statement of work after a row is approved
This page covers that one job. The row fills your own template, the client accepts the document on any device, and the PDF is attached to the row it came from.
Your template is a normal Word or Google Docs file with your own layout. The client needs no Smartsheet licence and no DocuSign account, and neither do you.
Describe it, the AI agent builds it
Tell it what you need. It drafts the template, connects your data, sets up signing and runs a test. No setup screens.
Bring your own AI agent
Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.
Your own Google Docs, Word or PDF templates
Keep writing your documents where you write them. DocsAutomator fills the placeholders.
Line items and nested tables
Invoices, quotes and any itemized list, straight from your data.
Conditional content
Sections, styling and images that show or hide based on the data.
Preview mode
Unlimited previews until you're happy – no wasted credits on testing.
E-signatures, sent automatically
Legally binding, with a full audit trail. Nobody chases anyone.
One-click acceptance for quotes
Your client accepts with one click. Recorded, no signature ceremony.
Signed or accepted copies delivered and filed automatically
Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.
Start automating & signing in minutes!
Set up in minutes, save weeks of work
Three steps from your row to a accepted document
Create a Google Docs or Word template
Map Data & Preview
Connect Smartsheet
Step by Step Implementation Guide
Start automating & signing in minutes!
One row, one template, one accepted statement of work
The statement of work below was created by DocsAutomator from the example row and accepted on a test page. All names and amounts are fictional.
1. The row in Smartsheet
- Requested
- In review
- Approved
- Sheet
- Client project intake
- Client
- Pellham Garden Centres
- Client contact
- Ruth Adeyemi
- Budget
- $22,500.00
- Start date
- 11/02/2026
- Due date
- 01/29/2027
- Project lead
- Tom Vance
- Attachments
- Empty until the document is accepted
2. Your template
3. The accepted document
Two ways to connect Smartsheet today
Works through Zapier or your AI assistant
Zapier
The status change starts the document without a click.
- In DocsAutomator, create an automation with your template and turn on acceptance or signing. Set the recipient's email to a placeholder such as {{client_email}}.
- In Zapier, use the Smartsheet trigger "Updated Row" and choose the sheet. It is instant.
- Add a filter so that only rows with your approved status continue.
- Add the DocsAutomator action "Create Document" and map the cells to the placeholders.
A filter step needs a paid Zapier plan.
Claude or ChatGPT
You ask for the document in a chat, and the assistant reads the row and sends the document.
- Connect the Smartsheet connector for Claude or ChatGPT, which uses the Smartsheet MCP server. Smartsheet offers it on the Business and Enterprise plans, and an admin must enable it.
- Connect DocsAutomator to the same assistant. The address is https://mcp.docsautomator.co/mcp.
- Ask: "Create the statement of work for the row Spring catalogue 2027 and send it to Ruth Adeyemi for acceptance."
- The assistant reads the row, fills the template and sends the document. It can then update the row and add a comment.
This route starts when you ask, not when the status changes. The Smartsheet connector attaches links, not files, so the PDF goes onto the row as a link.
The PDF attached to the row
When the client has accepted or signed, DocsAutomator seals the PDF, adds a certificate page with the audit trail, and sends a completion email with a link to the PDF.
DocsAutomator also sends a notification with the link to the PDF to a web address you choose. To know which row a finished document belongs to, put the row ID into the document name (for example Statement of Work {{row_id}}); the completion webhook returns that name. A second Zap receives it and uses the Smartsheet action "Add Attachment to Row" to attach the PDF to the same row. "Update Row" can set the status to a value such as Signed.
Within a single Zap you need no webhook for the generated PDF: the DocsAutomator step returns its link, so the next step can update the row from the trigger step.
Receiving that notification in Zapier needs a paid Zapier plan.
What to know before you start
Smartsheet's pricing table lists API access from the Business plan. Zapier and the AI connector both use the API, so plan for Business or higher.
Make's Smartsheet app has a trigger for new rows, "Watch Rows". We could not confirm a Make trigger for a changed status, so this page does not describe a Make route.
Smartsheet's own Document Builder fills a PDF from a row, and signing runs through a DocuSign integration on the Enterprise plan with a DocuSign account. DocsAutomator does both in one step on a price per document.
What it costs
Questions about Smartsheet and DocsAutomator
Start automating & signing in minutes!
Customer Voices
Don't take our word for it. Here's what our customers say about us:
I have to write 20 analysis reports about start-ups per year. It took me up to one week for the 40 pages. With the new airtable AI fields, combined with DocsAutomator, I'm down at around 6 hours of work per report and saved me almost 700h per year.
Christoph Bernhard
I have been using DocAutomator for about 2 weeks now and it is fantastic! Very easy to set up the configuration between Google Docs, Airtable, and DocAutomator.
Jason Wilson
If you use automated document creation, this is an amazing app. We've used several others, and this blows the others away in: ease of creation of the automations, speed of execution, and responsiveness of the staff. Couldn't be happier.
Aaron Waldrip
DocsAutomator has been a game-changer for our company when it comes to creating documents both internally and for our clients. The tool's ease of use has made it simple for us to design documents without the need for technical expertise.
Jesús Gazca
After struggling with the limits and bugs of AirTable's Page Designer extension for years, I stumbled on the DocsAutomator tool – and I have to say – it's incredible.
Trashcaneron
We've created 160 Techpacks in the last couple days, and it has saved at least 640 mindless pain in the rump minutes for us to focus elsewhere.
Jeremy Castro
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