Quick Base + DocuSign Integrations

Quick Base?

QuickBase is a cloud-based database application that allows you to create and manage your databases. The app is easy to use, convenient and can be customized to fit your needs.

DocuSign?

DocuSign is a digital signature platform used by enterprises for secure document signing. It allows you to create, sign, send and manage documents electronically. It also integrates with Quick Base, allowing you to set up electronic signatures quickly.

Integration of Quick Base and DocuSign

DocuSign and Quick Base integrate seamlessly to make it easy to manage business documents. This integration enables you to have the fplowing benefits:

You can access DocuSign from within Quick Base. You can add DocuSign as a tab in the menu bar in Quick Base. Then, you can use it to create, sign, send and view signed documents in Quick Base. Create forms or templates in Quick Base that pull their data from your Quick Base database. You can then export these documents as PDFs or Word documents and then digitally sign them using DocuSign. Use Quick Base’s ODBC connection to connect with other software that you use. With this, you can easily import data into Quick Base. From there, you can use DocuSign to sign these documents. You can use Quick Base’s data validation to ensure data integrity before signing the document. Export important documents from Quick Base into a PDF form that you can sign using DocuSign. There are several ways for how you can do this. You can create a PDF document on the fly in Quick Base and then export it as a PDF file. You can also convert the whpe form in an existing document to a PDF file by converting it first into an image file and then into a PDF file later on. You can also use the “File > Export to PDF” option in Quick Base. Once you have exported the file in PDF format, you can sign it using DocuSign. Upgrade your existing Adobe PDF files so that they are protected with security features like passwords and digital signatures. You can do this by converting them into secured PDF files using DocuSign. Send signed documents via email by using DocuSign Connect for Outlook. These emails will include the attached PDF document as well as a link to the original signed document in DocuSign. Track the status of pending signatures by using DocuSign’s notification feature in Quick Base. This feature alerts you when someone has signed or rejected the document that you have sent out via email. This feature also allows you to add comments, notes and annotations to these signed documents. Manage your information more efficiently by using Quick Base’s custom fields and labels feature. To use this feature, you must first install DocuSign on Quick Base’s mobile app. Then, for every form that you create in Quick Base, add custom fields and labels that will help identify what each field is for. Once done, you can categorize your fields based on what they are for. For example, if you are creating a form for clients, you can categorize your fields based on what they pertain to such as name, address, phone numbers and so forth. When someone sends you a form or application via email, you can import it directly into Quick Base using the “File > Import From Email” option in the menu bar. After importing the document, you will be able to mark which fields were filled out correctly or incorrectly or if any errors need attention before signing the document or sending it back to the sender. You can also track the status of these signed documents by using the notification feature mentioned earlier. This feature will send an alert as soon as someone signs or rejects one of your documents. With this feature, you can also annotate the signed document as well as generate fplow-up tasks related to it. If someone sends a document back to you when it has already been signed without adding any additional information or changes, you can simply reject it through this notification feature after signing it again through DocuSign. Use Quick Base’s audit trails feature to review who has signed documents in your company along with their comments about that document when they signed it or rejected it. Generate reports about forms or templates that need some updating so that you can share these reports with your team members for them to update them accordingly. You can also schedule tasks using this feature based on the time frame needed for these updates to be completed by your cpleagues or employees in your company.

Benefits of Integration of Quick Base and DocuSign

The process to integrate Quick Base and DocuSign 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.