Question

How can i automate contracts with docusign?

  • 25 January 2024
  • 3 replies
  • 16 views

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Our company is looking at how we can use technology as much as possible to aid our processes. One of which is automating our contracts.

How can Docusign help us with that?


3 replies

Userlevel 2
Badge +4

DocuSign is essentially the sender of a document to a person to be signed.  So you would need to look at what is being sent to be signed and where that is generated from.

If it is something like Salesforce or other CRM systems then you would setup some way to automate the process and send it to DocuSign to be signed and returned.  Once returned you would trigger the next steps.

Hope that helps a bit.

Robert

 

Userlevel 1
Badge +6

Hello @A.A,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience this is a follow-up on your post, was the information provided useful? Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Userlevel 1
Badge +6

Hi @A.A,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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