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DocuSign Integration

  • 26 April 2024
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Does GUIDEcx have an integration with DocuSign? I want to automate sending a DocuSign to a client when a particular task is triggered. 

 

Alternatively, is there a feature in GCX I could use instead of DocuSign?

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Best answer by emaynez 26 April 2024, 17:35

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Great question @inarang! We do have an integration with DocuSign!

I recommend reaching out to your CSM to scope that integration out so you can identify what you’d like to happen automatically.

 

To answer your second question, we do have a sign off feature. I’ve linked the article here. In short; If you want special approval from a user, you can send the user a sign-off request(for example to confirm data imported correctly).

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