DocuSign Integration
Hello,
My company would like to use DocuSign within our process' to get a multitude of different documents signed. I know that you can generate a document from the fields in your data and i know you can also upload a template.
What I want am curious about is, can I use a proposal received from a vendor (so i have to use their document) and somehow submit that document through automation and docusign process?
Best Answer
-
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Follow up question, if I build a docusign document to put through the automation process are we able to also attach PDF document to be reviewed as well, that is already saved in the data to that line. Is that possible?
-
Follow up question, if I build a docusign document to put through the automation process are we able to also attach PDF document to be reviewed as well, that is already saved in the data to that line. Is that possible?
