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.
Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.Filter By Connect Integrations
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It's easy to connect DocuSign + Filter By Connect without coding knowledge. Start creating your own business flow.
DocuSign is a product of the DocuSign, Inc. that is based in San Francisco, California. It was founded in 2003, and it provides businesses with digital transaction management services as well as eSignature sputions. The company provides software that allows users to easily electronically sign documents legally and securely, and it is used by almost every major organization in the world.
It provides services such as eSignature, Transaction Management, Document Assembly, Digital Transaction Management, and eInvoicing. It also enables companies to digitize paper-based workflows to eliminate errors and improve productivity.
The company offers three different versions of its products, which are Desktop, Web, and Enterprise. The desktop version is for small businesses and individuals, the web version is for businesses with limited IT needs, and the enterprise version is for large companies. The versions differ in terms of advanced features.
Filter By Connectis a partnership between DocuSign and ConnectWise. Filter By Connect enables businesses to get notification of sales opportunities through DocuSign's automated document workflow and purchasing process. The spution keeps track of the latest information on potential sales opportunities, and it helps the business decide whether or not they need to contact the potential customer.
DocuSign’s integration with ConnectWise allows an MSP/VAR (Managed Service Provider/Value Added Reseller. to send documents automatically through the DocuSign digital signature platform and generate orders directly into ConnectWise. This allows the MSP/VAR to close sales without calling prospects and providing quotes.
This integration also enables salespeople to fplow up and manage leads from within their ConnectWise accounts. When the sales rep receives an opportunity in ConnectWise, he or she can then use the pre-configured lead form to ask for additional information, schedule meetings with prospects, or initiate the quote process.
DocuSign is already used by organizations across various industries around the world. The advantages of integrating DocuSign with Filter By Connect include:
improved sales efficiency;
increased pipeline visibility;
better tracking of sales opportunities;
increased visibility into customer buying cycles; and
Through this integration, sales reps can now create quotes using the DocuSign signature process that they can then send to customers when they have received all necessary information regarding the sale. Customers can then sign documents in the DocuSign platform and send them back to the sales person via email or a link so that they can be reviewed by the appropriate people internally before they are sent out to customers. Once the documents are completed, they can be sent out as PDF attachments or as links if needed. It also enables internal teams to easily fplow up on sales opportunities.
The process to integrate DocuSign and Filter By Connect 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.