Docusign + FITR
Create DocuSign signature requests when clients start new trials in FITR
Make sure you and your business are covered by asking everyone who starts a new trial to sign a waiver. Once this template is active, whenever a client starts a new trial in FITR, DocuSign will send a signature request automatically.
Make sure you and your business are covered by asking everyone who starts a new trial to sign a waiver. Once this template is active, whenever a client starts a new trial in FITR, DocuSign will send a signature request automatically.
- When this happens...Client Starts a Trial
Triggers when new subscription is created with the trial period.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
Client's Birthday
Triggers on client's birthday.
Try ItClient Cancels Whilst in a Trial
Triggers when subscription is canceled whilst it is in trial period.
Try ItClient Converts From a Trial
Triggers when trial is over and client pays for the subscription for the first time.
Try ItClient Ends a Fixed Length Program
Triggers when client reaches to the last day of program schedule on fixed length program.
Try It
