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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DocuSign Integration
Best answer by emaynez
Great question
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).
Great question
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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