Easily create custom invoices, letters or other documents from Smartsheet data using a Google Doc as a template
Listing updated:December 11, 2023
Works with:
1M+
Overview
Creating invoices, form letters, envelopes, or other documents from your Smartsheet data is now a breeze with Smartsheet for Google Docs.  Use Google Docs to design a custom template to fit your needs, point it at your data in Smartsheet, and quickly create any number of personalized documents.

Smartsheet allows you to collaboratively collect and track lists, names, addresses, and other information. Smartsheet for Google Docs gives you the power to merge that data into a custom Google Doc that acts as a template and create multiple Google documents in a snap. It’s like a mail merge but with real-time collaboration and no version control issues. 

Smartsheet (NYSE:SMAR) is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. Smartsheet empowers better collaboration, accountability, innovation, and real-time visibility into what matters most, to make better decisions faster.

Start a FREE 30-day Smartsheet trial today. Paid plans start as low as $14/month.
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PricingFree of charge
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Smartsheet for Google Docs will ask for the permissions shown below. Learn more
Smartsheet for Google Docs will need access to your Google account
This will allow Smartsheet for Google Docs to :
See, edit, create, and delete all your Google Docs documents
See, edit, create, and delete all of your Google Drive files
Connect to an external service
Send email as you
View and manage data associated with the application
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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David Houston
August 1, 2023
Endlessly problematic with little support from Smartsheet on how to make it work. Sometimes have to use it in an Incognito Window because google won't allow it to run in regular accounts. If you have a large number of rows, it can be very time consuming to select the row you need. There's no 'unselect' row when choosing the row of data to merge, so you're stuck trying to find the last one used. Can't seem to see available sheets with no instructions in Smartsheet about how to make a sheet visible to the tool. No easy way to name/rename the file it creates, so there are a million 'Copies of ' the template. Very basic, and unfortunately Smartsheet has very limited Microsoft integration.
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Trish Harrison
September 28, 2020
I use this tool multiple times a week and for the most part, it gets the job done. What I dislike about the product: It creates a folder for each merge and uses the merge date/time stamp as the folder name. It would be preferable if you could select whether to create a folder or merely create the doc into an existing Drive folder, and failing that, to be able to name the folder that is created, using either fields from the Smartsheet source data or input into the merge tool. It would also be great to be able to filter out rows when selecting them from the data source. Thanks.
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Shane Nevius
September 9, 2020
While it's a little clunky, this add-on does exactly the task I need it to. I've found it gives me issues attaching PDF files onto Smartsheet rows if I don't also have the "Create a Google Doc" option selected. The Google Doc doesn't have to necessarily also be attached to the row or shared, just created. This fixed my problems with attaching the PDF to the row. Hope that's helpful. This add-on is neat for its abilities taking a mail-merge one step further.
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Steven Starmans
December 15, 2021
1 merge may result in 50 copies of the same document. Even if you select pdf, you will get both docs and pdf. If you select to have the document attached or uploaded (no idea what the difference is) it won´t do it and instead create a folder on Drive, with yes..... tens of copies.
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A User of Smartsheet for Google Docs
December 18, 2018
Very easy to use and setup (all one star ratings seem like they didn't realize its meant for Smartsheet users only. There is no fee for the Add-On, but you do need a paid license to use Smartsheet). Wish there was more control on filtering and selecting rows from the sheet. Now that Smartsheet has allowed you to save filtered views, any chance this Add-On will allow you to chose a filter in a sheet? This would solve a lot of other issues and complaints seen on this review page as well.
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A User of Smartsheet for Google Docs
March 17, 2020
I was able to get the plugin to install. But when I try and utilize it in Google Docs the plugin will NEVER authorize and run. Tried umpteen times on several different computers with the same results... SO FRUSTRATING.
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A User of Smartsheet for Google Docs
April 14, 2020
So many glitches... It's great when it works. When it doesn't, it can be a nightmare to try to figure out why, if you ever even can.
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Jennifer Kaupke
September 11, 2020
Works great! Exactly the solution I needed.
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A User of Smartsheet for Google Docs
June 12, 2018
Sends emails great with PDF attachment. Unfortunately, it reformats your signature incorrectly when sending emails on behalf of you in the new Gmail. Please fix!
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Aileen O'Connor
February 5, 2021
Wouldn't allow me to connect to my google account.
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