Automate data transfers, generate pre-filled documents, and send them for signature from Google Sheets™ with the powerful signNow add-on — no coding, complex steps, or expensive software required.
Listelemenin güncellendiği tarih:20 Ağustos 2024
Şununla çalışır:
43 B+
Genel Bakış
The SignNow add-on for Google Sheets™ empowers you to automate data transfers between spreadsheets and your signNow documents and templates. Forget about using a CRM or ERP to generate documents pre-filled with data —  all you need is a spreadsheet and a SignNow account. What’s more, you can send pre-filled documents for signature right from Google Sheets and export spreadsheets to your signNow account as PDF documents.

✸✸✸ Explore the capabilities of the signNow add-on: ✸✸✸

➤ Create documents pre-filled with spreadsheet data using Fill in bulk
Create multiple documents from a single template and pre-fill them with spreadsheet data. Define a folder where you’d like to save your newly created documents. 

➤ Send documents for signature from Google Sheets™
Send documents pre-filled with spreadsheet data in a role-based order. Customize an email subject and message, add CC recipients, and assign settings for each recipient.

➤ Automate data exports using Extract in bulk
Speed up the process of exporting data from multiple documents with fillable fields to the rows and columns of a spreadsheet. Select fields with filled-in data and insert them wherever you need in your spreadsheet.

➤ Save your spreadsheet to SignNow
Export the spreadsheet to your SignNow account as a new PDF document. You can then further modify it by adding fillable fields, signing, and sending it for signature to multiple recipients

✸✸✸ Popular use cases for the SignNow add-on: ✸✸✸

➤ HR
Save time exporting data from multiple vacation request forms to the employee database spreadsheet.

➤ Marketing
Export marketing campaign results to a spreadsheet and use this data to create pre-filled decks and reports.

➤ Insurance
Pre-fill insurance policies with data from the client database spreadsheet and send them for signature in one go.

➤ IT
Export data from equipment request forms to an IT requests spreadsheet. Use the submitted information to pre-fill vendor agreements and send them for approval.
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