DocuSign
It would send a quote or an agreement for signature and bring the signed document and its audit trail back onto the record.
Not built yet. A DocuSign connection is on the roadmap with no date.
| Status | Roadmap: Not built yet. Tell us what you need and we will talk it through. |
| Kind | Files and documents |
| For | Sales Engineer |
| What moves | Nothing moves yet. A quote is accepted on its own tokenised link today, and a project document is signed on a tokenised document link, both of which record who acted and when. |
| What you hand over | Nothing to hand over yet. A connection would run on your own DocuSign account. |
What you get
It would send a quote or an agreement for signature and bring the signed document and its audit trail back onto the record.
Asking for it
This connection is not built yet. Tell us what you need it to do; until then the universal paths reach any system with an API.
More
- On the website: DocuSign.