Hi there,
I have jobber and docusign connected. When I have an approved quote through jobber, docusign is automatically supposed to create a Project Scope of Work form and attach to the quote in jobber. This has not been happening. Are there any settings in docusign that I need to change? I have checked everything in Jobber and all the settings are correct.
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I’m sorry to hear that the integration is not working as expected, I understand you are having issues with Docusign not creating a Project Scope of Work when something needs approval.
Based on what you’ve shared here, it seems that the root cause of the problem is likely with Jobber, Docusign does not own any integration with them, so their support will be in the best position to help fix the issue.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
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Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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