Smartsheet for Google Docs - Google Workspace Marketplace

Easily create custom invoices, letters or other documents from Smartsheet data using a Google Doc as a template

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Listing updated:August 21, 2024

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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.

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Jan Ackerman

April 20, 2024

I have used Google Docs and Smartsheet without a hitch for almost 10 years and all of a sudden today Google is blocking me out and won't allow a merge. This is BS, let me back in!!!!!

Is this review helpful?

Yes

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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Yes

Juan Bertoldi

March 6, 2024

Used to work well, but can´t connect it now. It´s a pity, I really need this, working on a catalog of services and want to have the option to display the info in a well prepared table, but as I said, id doesnt work

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Yes

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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Yes

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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Yes

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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Yes

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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Yes

A User of Smartsheet for Google Docs

June 25, 2020

It keeps prompting me to allow permissions and it still doesnt work,is there a workaround?

Is this review helpful?

Yes

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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Yes

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!

Is this review helpful?

Yes

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