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.
Click here to integrate the app in your ConvergeHub user account.
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.
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.
Clicking on option, a pop up window will appear from where you can send the respective document for signature.
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.