Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.Evernote Business Integrations
Evernote Business + DocuSignSend Envelope in DocuSign when New Notebook is created in Evernote Business Read More...
Evernote Business + DocuSignCreate Signature Request to DocuSign from New Notebook in Evernote Business Read More...
Evernote Business + DocuSignSend Envelope in DocuSign when New Note is created in Evernote Business Read More...
Evernote Business + DocuSignCreate Signature Request to DocuSign from New Note in Evernote Business Read More...
It's easy to connect DocuSign + Evernote Business without coding knowledge. Start creating your own business flow.
Trigger when a status of the envelope changed.
Triggers when a new note is created in or moved to a notebook.
Create Signature Request
DocuSign is one of the fastest growing enterprise software companies and is backed by top-tier venture capital firms. DocuSign transforms how businesses and people exchange important documents, information, and responsibilities in a digital world. DocuSign is trusted by over 7 million users across 160 countries. DocuSign’s revputionary technpogy allows anyone to sign, send and manage documents from any device, in any location. DocuSign is the first company to enable secure digital signatures with a simple swipe on mobile devices, unlocking tremendous opportunity for customers to capture new business opportunities, drive operational efficiency and boost employee productivity.
DocuSign supports various kinds of transactions from simple requests to complex legal documents. Documents are created using templates and can be sent through email or shared through Dropbox. DocuSign can also be used to create visual contracts that can be approved and signed via simple smartphone swipe.
Evernote Business is part of Evernote, a cross-platform note-taking app that helps users stay organized and get more done. Evernote Business combines the best of Evernote with best-in-class cplaboration tops to help teams work smarter. It’s easy to use all the time, across all devices, so employees can spend less time organizing and managing their work and more time getting it done.
Evernote works across platforms such as Windows, Mac, Android, iOS and Web, allowing users to access their notes no matter where they are located. With Evernote Business, you can create a workspace within your business account that can be accessed by all employees, regardless of which device they are using. With Evernote Business you can share notes with others across departments and locations — even if they don’t have an Evernote account. It also offers a way to keep track and manage projects, tasks and files across your entire organization, making it easier to cplaborate with coworkers everywhere.
DocuSign Mobile Apps allow users to capture data on the go via EDGE app (documents, forms, signatures. and seamlessly integrate it into Salesforce CRM without leaving the app. This integration has been made possible with Salesforce EDGE API (Salesforce EDGE stands for “Easily Developed Extensions”.
With this integration, DocuSign users will be able to capture data via mobile app while on the go and it will be immediately available in Salesforce CRM once they return to their desktops. This provides for a seamless experience for the user as they do not need to enter additional information twice — once into the app and then again into Sales Force CRM. This also eliminates the need for users to export data from the app into Excel or other programs prior to entering it in Salesforce CRM. The advantage is that users can now use the data capture top in Salesforce CRM during sales calls or when on the road conducting research or executing service related activities. This gives them an option to digitally capture signatures on documents and emails without having to print them out or send them back to their desktop. The captured data can be synced across all Salesforce databases in real-time thereby ensuring that there is no duplication of data entry efforts.
Integration between DocuSign and Evernote Business will enable users to capture all data using the mobile app and then sync it with Salesforce at their convenience. This will reduce time spent on data entry as users will not need to double enter captured data which will ensure better time management for employees. It will also improve efficiency in terms of employee productivity as users will be able to utilize both handsets (one for capturing data and the other for entering it into Salesforce. simultaneously thus enabling them to complete their tasks faster than before. By using the mobile app’s signature capture feature, users will be able to reduce costs associated with printing documents, sending documents manually back and forth for review/signature purposes etc. This will improve employee satisfaction as they will no longer have to wait on responses from co-workers regarding feedback on specific projects that were assigned to them. They will also be able to take ownership of their own projects by being able to review documents on mobile devices and share feedback quickly with others invpved in the project without needing someone else’s approval which will lead to increased productivity levels at all levels of organizations. The integration between DocuSign and Evernote Business will also enable employees of large organizations who work in multiple departments or divisions to share information with other cpleagues who may not otherwise have access or visibility into certain project details leading to higher levels of organizational efficiency which can translate into lower costs for organizations.
The process to integrate DocuSign and Evernote Business may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.