Using the Docusign integration, send documents to contacts right from the CRM.
Integrating DocuSign with the CRM allows you to send documents to your contacts and get them signed. This integration helps you create and track signatures on documents from within the details pages of contacts, accounts, and deals.
1. Authenticate Docusign by entering credentials
2. Choose the record landing page (lead, contact, account or deal)
3. Upload an envelope by choosing a template or creating one
4. Add recipients
5. Add standard fields and signatures