Integration with Docusign

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Overview

Accelerate your closing process by integrating DocuSign's e-signature capabilities with your Salescaling workflows.

How it works

  • Automatically send a DocuSign envelope for signature when a deal reaches the contract stage in Salescaling.
  • Update the deal stage in Salescaling to 'Won' when the document is completed by all parties.
  • Attach the signed document to the deal record in Salescaling for easy access.