Integrate DocuSign with Formatter By Connect

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Formatter By Connect

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About DocuSign

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.

About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

Want to explore DocuSign + Formatter By Connect quick connects for faster integration? Here’s our list of the best DocuSign + Formatter By Connect quick connects.

Explore quick connects
Connect DocuSign + Formatter By Connect in easier way

It's easy to connect DocuSign + Formatter By Connect without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

How DocuSign & Formatter By Connect Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Formatter By Connect as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Formatter By Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Formatter By Connect

DocuSign?

DocuSign is a digital signature company that is based in San Francisco, California. It was founded by Tom Gonser, Keith Krach, and Stephen DeWitt in 2003, who developed the prototype for the company in 2000 while working at Adobe Systems. The company provides a cloud-based platform that electronically signs documents with the assistance of electronic devices such as a computer or smartphone.

Formatter By Connect?

Formatter By Connect is a web application that connects to DocuSign for users to design and format documents. The user has the option to select from a variety of designs and customize it with their own text, images, and logo.

Integration of DocuSign and Formatter By Connect

The integration of DocuSign and Formatter By Connect allows users to design and send contracts, forms, and agreements through email or the Formatter by Connect website. The integration also gives users the option to create new contracts on the website or directly from DocuSign.

Benefits of Integration of DocuSign and Formatter By Connect

The integration of DocuSign and Formatter By Connect provides three main benefits to its users:

  • Designing and sending proposals through email or the website can save a significant amount of time because it reduces the need for printing, faxing, or mailing hard copies of the document. Emails can be sent in a matter of seconds, whereas traditional means can take days or even weeks to complete. Time can be saved when sending proposals because users do not have to wait for contract approval or revisions by the client. Another benefit of this integration is that there is no need to waste paper by printing documents that will be thrown away after being reviewed by the client. This method saves paper and is more environmentally friendly than traditional methods.
  • A downside to traditional means of sending proposals is that they can be lost in transit or received by the wrong person due to human error during transcription. The integration of DocuSign and Formatter By Connect eliminates the risk of miscommunication or losing important information because contact information is embedded into the documents themselves. Each document created with this integration has an address file with all relevant contact information. Even if the document is sent to the wrong person, they can see how to get in touch with the correct people and ask for the information required by the sender to be forwarded. There is no chance for miscommunication or for missing information when using this method.
  • The integration of DocuSign and Formatter By Connect brings increased security to the process of creating and sending proposals because digital signatures are attached to each document. Users are protected from fraud because a signature cannot be forged due to its digital nature. If a document is sent via email, it would be unlikely for someone to forge a digital signature on a document without being noticed. In addition, hackers would not be able to open files containing digital signatures without being detected by DocuSign’s security measures. In comparison, if a traditional method was used, it would not be difficult for someone to intercept a document or fake an agreement without anyone knowing. Digital signatures provide increased security, which is especially important for large corporations that are constantly dealing with confidential information.

The process to integrate DocuSign and Formatter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm