DocuSign agreements sent, tracked and closed out

Ideas to put to work

Agreements out the door, chased and recorded, without anyone watching the envelope.

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  Engagement letters out for signature

  Sofia drafts the letter in Word, saves it as a PDF and, with your approval, sends it from your DocuSign template.

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  Unsigned agreements chased

  Sofia checks envelope status, lists agreements waiting on a signer, and drafts a reminder in Outlook for each, for your approval.

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  Signed data into the CRM

  When an envelope completes, Sofia reads the completed form data and, with your approval, updates the Salesforce account and opportunity.

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  Audit trail on request

  Ask about any agreement and Sofia checks its status and audit trail and tells you who signed, when, and what's outstanding.

Works well with

• Microsoft WordWord processor for letters, reports and contracts
• Microsoft OutlookMicrosoft's email and calendar
• SalesforceCRM for accounts, contacts and sales pipeline
• TypeformOnline forms and surveys
• JJotformOnline forms and data collection
• IIroncladContract lifecycle management
• AAgiloftContract lifecycle management
• BBoldSignElectronic signatures for documents and contracts