Create DocuSign signature requests for new Xero quotes
Effortlessly streamline your invoicing and document signing process with this Xero-DocuSign integration. When a new quote is created in Xero, a signature request will be generated in DocuSign, simplifying the approval process and saving valuable time. Say goodbye to manual document handling and boost your productivity with this seamless workflow.
Effortlessly streamline your invoicing and document signing process with this Xero-DocuSign integration. When a new quote is created in Xero, a signature request will be generated in DocuSign, simplifying the approval process and saving valuable time. Say goodbye to manual document handling and boost your productivity with this seamless workflow.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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