Docusign + Square
Send envelopes using a template in DocuSign for new customers in Square
Start the digital onboarding process swiftly every time you add a new customer in Square. This automation sends an envelope using a template from DocuSign, ensuring your clients receive essential documents promptly. This workflow simplifies customer onboarding, making it timely and efficient.
Start the digital onboarding process swiftly every time you add a new customer in Square. This automation sends an envelope using a template from DocuSign, ensuring your clients receive essential documents promptly. This workflow simplifies customer onboarding, making it timely and efficient.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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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 Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
