A guide to Smartsheet contract management

Want to automate contract creation and tracking for your business? Check out this guide on how to manage contracts in Smartsheet.

What is Smartsheet?

Smartsheet is a versatile work management and automation platform designed to help organizations streamline their processes and enhance productivity. 

It offers a dynamic workspace where teams can collaborate on projects, track progress, and automate workflows. With a user-friendly interface and robust features like customizable templates, Gantt charts, and real-time updates, Smartsheet enables businesses to manage tasks, projects, and resources effectively.

But how does it fare for contract-related tasks?

Can you manage contracts in Smartsheet?

SmartSheet doesn’t offer comprehensive contract management functionality, meaning any contract processes that happen natively in the tool are manual and in many cases, inefficient.

Fortunately, integrating Smartsheet with specialized contract management tools like Juro can enhance its capabilities, enabling you to create and track contracts within Smartsheet.

How to manage contracts in Smartsheet and Juro via Zapier

Integrating Smartsheet with Juro via Zapier allows you to automate various aspects of contract management. Juro is a powerful contract management solution that simplifies the creation, negotiation, and execution of contracts.

By leveraging Zapier, you can create workflows (Zaps) that automatically transfer data between Smartsheet and Juro, ensuring that your contract processes are seamless and efficient.

Here are some Zaps that can be set up for different scenarios:

1. Automatically create a contract in Juro when a new row is added in Smartsheet

Firstly, you can automate the creation of a new contract in Juro whenever a new row is added to a specified Smartsheet workspace. 

Using the data from the new row, a new contract is automatically created in Juro. You can map specific columns in Google Sheets to fields in the Juro contract to ensure all necessary information is included.

2. Automatically create a new spreadsheet row in a Smartsheet workspace when a contract progresses in Juro

You can also add a new row in Smartsheet whenever a contract in Juro progresses to a new stage, capturing all of the key contract datapoints and updates by default. 

This trigger activates when a contract in Juro reaches a specific stage or milestone. A new row is added to your specified workspace in Smartsheet, capturing details of the contract's progress. This ensures Smartsheet always reflects the latest status of contracts managed in Juro.

How to set up the integration

Setting up the integration between Smartsheet and Juro via Zapier involves the following steps:

1. Create a Zapier Account: Sign up for a Zapier account if you don’t already have one.
2. Connect Smartsheet and Juro: In Zapier, connect your Smartsheet and Juro accounts by providing the necessary API keys and authentication details.
3. Create a New Zap:
   • Click on "Make a Zap" in Zapier.
   • Select Smartsheet as the trigger app and choose the appropriate trigger event (e.g., New Row).
   • Connect your Smartsheet account and set up the trigger by specifying the Smartsheet sheet and column to monitor.
4. Set Up the Action:
   • Select Juro as the action app and choose the action event (e.g., Create Contract).
   • Connect your Juro account and configure the action by mapping the Smartsheet fields to the corresponding Juro fields.
5. Test and Activate the Zap: Test the Zap to ensure it works correctly, and then activate it.

Repeat these steps to set up additional Zaps as needed.

The benefits of automating contracts in Smartsheet and Juro

Automating contract management in Smartsheet and Juro offers several benefits:

1. Increased Efficiency: Automation reduces the time spent on manual tasks, allowing your team to focus on more strategic activities.
2. Enhanced Accuracy: Automated workflows minimize the risk of errors that can occur with manual data entry and ensure that contract details are consistently updated across platforms.
3. Improved Collaboration: By integrating Smartsheet and Juro, teams can collaborate more effectively, with real-time updates and seamless information sharing.
4. Better Compliance: Automated reminders and workflows help ensure that all contract obligations and deadlines are met, reducing the risk of non-compliance.
5. Centralized Management: Combining Smartsheet’s project management capabilities with Juro’s contract management features provides a comprehensive solution for managing all aspects of your contracts in one place.

By leveraging the power of Smartsheet, Juro, and Zapier, you can create a robust and efficient contract management system that enhances productivity and ensures smooth operations.

Want to get started?

These Zaps automate key aspects of contract management, reducing manual work for busy legal and commercial teams, and improving accuracy in the process.

By integrating Smartsheet with Juro through Zapier, businesses can streamline their operations and ensure that their contract management processes are efficient and effective.

Find out more about Juro and how it can be integrated with 5000+ tools, including Smartsheet, by filling in the form below to book your personalized demo.