Alexa Best Small and Medium Business CRM Software - ConvergeHub

DocuSign

Admin users can use DocuSign (e-signature solution) through their ConvergeHub account itself. They are just required to download the DocuSign App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.
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  • Click here to integrate the app in your ConvergeHub user account.
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  • Click on settings to complete the integration of the DocuSign app in the user account.
    Note: Clicking on settings will pop up a new section where you need to provide your DocuSign account credentials.
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  • Post the successful integration of the DocuSign app into the user account, you will get the DocuSign option for all documents stored in the CRM system.
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    Clicking on ConvergeHub option, a pop up window will appear from where you can send the respective document for signature.
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  • Type in the recipient name or select the recipient from the dropdown option.
  • Type the person’s email to be notified once the recipient has signed the document sent for signature.
  • You can change the default subject as per your requirement.
  • You can change the default message as per your requirement.
  • Click on Send to complete sending the document. Or else, click on Cancel to stop proceeding further.
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