Smartsheet is a time saver for data entry
August 11, 2019

Smartsheet is a time saver for data entry

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Smartsheet

We are using Smartsheet in our Florida region of Picaboo Yearbooks outside sales. It addresses many problems, the main one being that we are able to fill in our contracts with our customer information from data we have or data the customer enters for us. We send a form to customers with important school information and dates. We then use Smartsheet as a way to collect and organize this information. Then, we implement Smartsheet labs to fill this information directly into DocuSign which cuts down the manual contract process.

Pros

  • Collect information via forms.
  • Store information in separate sheets.
  • Create visual views of the information we have to easily see what we're missing.

Cons

  • The number of sheets seems limited for the individual plan.
  • I think the UI could be improved.
  • Smartsheet enabled us to save time and money by not needing to hire someone for filling out contracts.
I think it's great at what it does. I do think that the interface is a bit dated feeling and not user-friendly. You feel more like you're using an old school version of Excel on windows (UI only, not functionality). The Smartsheet Labs add-on is great and highly recommended to enable apps that aren't already included.
I have reached out via their email form a few times, I never once heard a peep back from them. I ended up figuring out the issue myself so it wasn't a big deal.
Asana has a nicer interface but it expensive for what you get. Airtable works well. I would prefer Airtable over Smartsheet except it does not have the capability to fill out the DocuSign's we need. Otherwise, I would solely use Airtable for this. Google Sheets is great and also has many functions we need, I would use this over Smartsheet as well if it could integrate with what we need how we need it. Right now, Smartsheet is the only tool we can find that will save us the time and money or hiring someone for contracts.
Suited well for connecting with other applications. If you need your CRM and DocuSign contracts to be up to date Smartsheets is a great way to do this. You can edit and update information in one place and push it to the apps needed when you need to. You are also able to automate certain tasks which is an excellent time-saver.

Smartsheet Feature Ratings

Project Management
6.6
Task Management
5
Resource Management
9
Gantt Charts
6
Scheduling
6
Workflow Automation
9
Team Collaboration
5
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
9
Email integration
8
Mobile Access
5
Timesheet Tracking
5
Change request and Case Management
Not Rated
Budget and Expense Management
6
Professional Services Automation
5.8
Quotes/estimates
6
Invoicing
6
Project & financial reporting
5
Integration with accounting software
6

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