DocuSign Integration

Question

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?

emaynez · Accepted Answer

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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