Docusign + Salestrekker
Send envelopes using templates in Docusign when new deals are created in Salestrekker
Simplify your sales process by linking Salestrekker and Docusign. As soon as a new deal surfaces in Salestrekker, an envelope is promptly dispatched via Docusign. This workflow not only quickens response periods but also enhances communication with your clients, resulting in a more streamlined sales operation.
Simplify your sales process by linking Salestrekker and Docusign. As soon as a new deal surfaces in Salestrekker, an envelope is promptly dispatched via Docusign. This workflow not only quickens response periods but also enhances communication with your clients, resulting in a more streamlined sales operation.
- When this happens...New Deal
Triggers when a new Deal is created.
- 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
About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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SignaturesAbout Salestrekker
Salestrekker is CRM software for finance professionals.
