Docusign Integration

An introduction to Workbooks’ integration with DocuSign, providing an overview of the functionality and scope of the integration.

DocuSign is an electronic signing tool that allows you to send out documents via email to capture a signature or additional data without the need for manual re-keying of data or printing/scanning and then uploading signed documents to a customer record for future reference. The integration provides you with a single repository for all of your documents which are stored securely online, as well as giving you the added benefit of saving a great deal of time for both your business and the document recipient(s).

Within Workbooks you are able to utilise pre-existing PDF templates or easily configurable DocuSign Templates to send out documents to People held within the CRM. The integration can be used from the majority of Workbooks record types including:

• Opportunities, Quotes, Orders, Contracts & Supplier Orders: These Transaction Documents can be sent directly to your Customer or Supplier for their immediate signature/approval.
• Invoices – As well as being able to be sign electronically, DocuSign can be integrated with a Payment Gateway allowing card payments to be made quick and easily.
• Cases: Generate documents such as Service Level Agreements or a Statement of Work, to be sent to a Case Primary Contact for confirmation or approval.
• People & Organisations: – Information specific to a Person or their Employer directly on the Record allowing you to capture personal data in Workbooks. For instance, you may chose to drive a New Starter process directly from Workbooks to collect important HR information.
• Custom Records: If you are licenced to create Custom Record types then DocuSign can be configured to send a document from these

Once a document is sent out via the DocuSign integration, you are kept informed in real-time of any actions taken by the recipient directly in Workbooks via our powerful Reporting engine. This includes seeing when a document is viewed, rejected or signed by a recipient.

DocuSign is one of two Electronic Signing Tools that integrates with Workbooks. Adobe Sign is also available. We have created a comparison guide that provides details on the features of each integration allowing you to decide which one is the right integration for your business process.