Smartsheet - Automation for Invoice / Purchase Order using multiple rows (lines)

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  • Опубликовано: 27 окт 2024

Комментарии • 6

  • @rkoroknyai
    @rkoroknyai 4 месяца назад

    Hello, I just purchased your program and gonna try it, because I desperately want something that creates offers for my clients ( and get rid spreadsheets ) Just be clear, the data in the smartsheet is entered manually correct? Can I select the items from a drop down list? Thank you

    • @ispreadmedia
      @ispreadmedia  4 месяца назад

      Yes, it is entered manually. For sure there are ways to create it automatically as well. I would like to give you a tip as well: I am working with Coda.io now - much better and cheaper than Smartsheet. I worked with Smartsheet creating huge sheets, but today it is much better with Coda. Just saying

  • @lingenieur
    @lingenieur 6 месяцев назад

    Hi, what you have done seems amazing. I am considering purchasing the PO/Invoice program.
    One question, do you have some workflows available so that when a PO is created, it goes through an approbation route, and ideally signatures with DocuSign?

    • @ispreadmedia
      @ispreadmedia  6 месяцев назад

      I don't. I am working with Coda.io now - It it miles away from Smartsheet, much better. But if you steel want to use Smartsheet, you can buy the code - it works fine.

    • @ispreadmedia
      @ispreadmedia  6 месяцев назад

      You can easily add a new step to send the created PO to an email in Pipedream