Automate Docusign sending on Opp stage result - AppExchange
Skip to NavigationSkip to Main Content

Automate Docusign sending on Opp stage result

Fixed Price: Not Sure

Open for Applicants
Any Location
Immediately
11 years ago by Peter Van den Broeck

We are looking into DocuSign automated features. What we are trying to achieve is, to have the docusign template(s) be sent out to the client automatically by a trigger. The trigger could be the stage of the Opp. Or, maybe more convenient, we could create an artificial trigger with a pop up for example. There are options in what should be the trigger. However, the goal remains the same: send out the docusign templates automatically when triggered.