Blueink + Smartsheet

Easily Manage Documents with Blueink and Smartsheet

Connect Blueink with Smartsheet to automate your documents workflow. Use data from Smartsheet to quickly create contracts, proposals, and agreements, and track their progress right in Smartsheet. This integration keeps your workflow smooth and your documents updated.

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How Blueink and Smartsheets Integration Helps You

Automatically Add Rows for Completed Documents in Smartsheet

No need to check your Blueink account to track document status. This integration automatically adds a new row in Smartsheet when a document is completed. Include signer details, document labels, and even the document ID, with a direct download link available right in the sheet.

Illustration of Blueink and Smartsheet integration showing document management automation.

Graphic of sending documents directly from Smartsheet with Blueink integration.

Send Documents Directly from Smartsheet

Easily send documents straight from Smartsheet by adding signer details such as their name, email, or phone number. If you use document templates and want to keep track of recipients, this integration is perfect for managing everything in one place.

Auto-Fill Data in Your Documents from Smartsheet

Automatically fill your documents with data from Smartsheet. With this integration, you can auto-populate information from Smartsheet into Blueink for contracts, agreements, NDAs, and more—making document preparation quick and efficient.

Who Uses the Blueink for Smartsheets Integration?

Operations

Operations teams can automate approval processes and project documents by using Blueink to collect signatures from stakeholders. When project milestones or approvals are tracked in Smartsheet, Blueink can send out documents for signatures automatically and update Smartsheet once completed.

HR professional smiling while reviewing documents with Blueink eSignature, simplifying the employee onboarding process.

Human Resources

R teams can automate employee onboarding documents, such as offer letters, NDAs, and other compliance forms, by pulling data directly from Smartsheet records. When a new employee is added to the Smartsheet system, Blueink can automatically generate the required documents for eSignature and track their completion in Smartsheet.

Visualization of auto-filling data in Blueink documents using information from Smartsheet.

Procurement

Procurement teams use the Blueink and Smartsheet integration to manage vendor contracts, purchase orders, and approval workflows efficiently. By linking data from Smartsheet, such as vendor details, purchase requirements, and approval statuses, Blueink can automatically generate contracts and purchase agreements. Once these documents are prepared, they are sent for eSignature, and their progress is tracked in Smartsheet.

Enhancing signer experiences, building trust

50%

More cost-effective
than DocuSign

4.9/5

Customer
satisfaction score

3 min

Average support response time

0

Zero overage
penalties

See what our partners have to say

Marketing and Advertising

Adam R.

Sales Director

Exceptional digital signature technology for less than the competition

This is an exceptional product for digital signature for less than the competition.

Technology

Ali P.

VP Sales Engineering

Great flexible product with easy integration and customer support

Great company with very flexible tools and excellent customer experience.

Hospitality

Amy K.

Director of Sales

Makes my life much easier!

The two biggest positive changes are how much time I save completing the contract process and how quickly I receive the signed contracts back from the client.

Education

Angelina B.

SPED Coordinator

Lifesaver for Schools

Blueink is very user-friendly. It is such a huge timesaver and allows our district to meet virtually and send and receive documents in real time. Users can also see when people have signed the documents, and who needs to sign with a reminder feature to resend the documents. I have no complaints about Blueink! All users are able to access the documents, sign them electronically, and receive a copy in a timely manner.

Financial Services

Ayaz S.

Management Consultant

Great Product and Value

Great value compared to other products and was easy to implement within our platforms. The company provides white glove service and support.

Government

Beth M.

Human Resources & Compliance

Human Resources paperwork streamlined

BlueInk has streamlined our processes to ensure that all the required paperwork is collected in a timely manner with the proper signature.

FAQs

How do I set up the Blueink and Smartsheets integration?

To set up the integration, simply go to the Blueink Marketplace and connect Smartsheets to your Blueink account.

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Is coding required to use the Blueink and Smartsheet integration?

No, the integration is no-code, making it easy for anyone to set up document automations without technical expertise.

What Smartsheet data can be used in Blueink documents?

You can use data like contact details, project milestones, approval statuses, and vendor information directly from Smartsheet to automatically populate fields in Blueink documents.

Is the Blueink and Smartsheet integration secure?

Yes, Blueink uses encryption and Smartsheet follows strict data protection protocols to ensure that all document and data exchanges are secure.

Can your team help me customize the integration?

Yes, we can! We can create custom integrations tailored to your specific workflows. Feel free to email us at integration@blueink.com for assistance.