eSign Genie + Proposify Integrations
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Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
Use this field to assign a sequence number to a recipient in the list of recipient parties. Use unique sequence numbers for each party starting with 1 like 1,2,3,4
Host Email Id
Allow Name Change
Sender Email
SignIn Sequence
Use this field to send the folder signinig in sequence or not. When false, signing emails sent to all. When true, signing email are sent to next only after prior party signs.
Send Now
In Person Enable
When you are passing as a true then, Use this field to initiate the in-person signing process which can be easily completed on any device in a matter of minutes and avoids email-based signatures where required.
Fix Recipient Parties
Use this fieeld to freeze the recipient parties after creating a folder from the API in embedded mode. Parties are allowed to be edited only when value is false.
Fix Documents
Use this fieeld to freeze the documents in a folder after creating a folder from the API in embedded mode. Documents are allowed to be edited only when value is false.
Send Success Url
URL for the landing page on your website/application, which the user will be redirected to after successfully sending the folder in the embedded sending view.
Send Error Url
URL for the landing page on your website/application, which the user will be redirected to if error comes during sending the folder in the embedded sending view.
Sign Success Url
URL for the landing page on your website/application, which the user will be redirected to after successfully signing the folder in the embedded signing view.
Sign Decline Url
URL for the landing page on your website/application, which the user will be redirected to if he declines to sign the folder in the embedded signing view.
Sign Later Url
URL for the landing page your website/application, which the user will be redirected to if he chooses to sign the folder later in the embedded signing view.
Sign Error Url
URL for the landing page your website/application, which the user will be redirected to if error comes during signing the folder in the embedded signing view.
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try It
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try It
How to connect eSign Genie + Proposify
- Step 1: Authenticate eSign Genie and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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