With the DocuSign integration, you don't need to leave your FL3XX instance to send a contract. Instead, you can send it directly from FL3XX, and your customer can choose to use DocuSign or to sign traditionally.
About
DocuSign is a digital platform that streamlines the process of signing, sending, and managing documents electronically. It allows users to securely sign agreements from anywhere, automate workflows, and track document status in real time. Trusted globally, it simplifies contract management while ensuring legal compliance and enhanced efficiency for businesses.
Demo
How it works
In the Sign step of the Sales Workflow (the step where you send the contract), you will see an eSign button in the body of the email.
(Only if there is a Customer or Account with an email)
After receiving the email, the customer can just click the eSign button and it will open the contract in DocuSign, or open the pdf attached to the email to sign manually.
If the costumer choses to sign the contract with DocuSign, you will immediately get a notification in the conversation, just like any other email, and it will appear in the history of the booking
Activation
Contact both Docusign and FL3XX Sales to activate this integration. Docusign eSignature subscriptions and pricing can be found here.
Configuration
- Once your subscription with Docusign is confirmed, advise FL3XX and we will adjust your sales templates*, and make them compatible with DocuSign. (*this service comes with a cost.)
- Once your templates are adjusted, simply find DocuSign in
Settings > Integrations, click "Connect DocuSign" and login with your account. Then, you will see "Connection Status: OK".
