FanBasis + SignRequest
Send SignRequest from template for new sales in FanBasis
Effortlessly streamline your workflow with this FanBasis and SignRequest collaboration. Every time a new sale occurs in FanBasis, a SignRequest from a specific template is initiated, saving you time, reducing manual data entry and enabling instant progress in your sale process. Seamlessly tie your sales events with required documents using this efficient and process-driven automation.
Effortlessly streamline your workflow with this FanBasis and SignRequest collaboration. Every time a new sale occurs in FanBasis, a SignRequest from a specific template is initiated, saving you time, reducing manual data entry and enabling instant progress in your sale process. Seamlessly tie your sales events with required documents using this efficient and process-driven automation.
- When this happens...New Sale
Triggers when any new or recurring sale occurs in FanBasis.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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