Description
Psiog DocuSign integration for Creatio enables users to send documents that need to be digitally signed directly from Creatio UI.
Use cases:
Helps organizations to send documents for e-signature leveraging DocuSign integrations.
Key features:
- User can send multiple documents at a time.
- User has the option to choose whether the signatory can sign in a specific location or at a fixed position at the bottom of each page or on the last page.
- User can check all the requests at one place "DocuSign Requests" section.
- User can track the status of each request.
- User has option to choose between single DocuSign Account for entire Creatio Instance or multiple individual accounts with different users within instance.
Notes:
- This connector requires active DocuSign Subscription
- Before sending the request consent is required from DocuSign Account.
- This plugin works for Classical UI sections. For Freedom UI sections it is under development and will be released in future updates.
Pricing
Terms & Conditions
Support
Support is provided by the developer within the "Basic" and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Follow the "Psiog Docusign integration for creatio Documentation" for the setup.
This connector requires active DocuSign Subscription.