Optix + SignNow
Create documents and send role-based invites in SignNow for new Optix plan subscriptions
Effortlessly streamline your contract process with this workflow. When a new plan subscription occurs in Optix, it automatically creates a document from a template and sends a role-based invite in SignNow, ensuring a swift and consistent onboarding experience. Save time and ensure accuracy by having essential documents generated and sent to the right parties without any manual intervention.
Effortlessly streamline your contract process with this workflow. When a new plan subscription occurs in Optix, it automatically creates a document from a template and sends a role-based invite in SignNow, ensuring a swift and consistent onboarding experience. Save time and ensure accuracy by having essential documents generated and sent to the right parties without any manual intervention.
- When this happens...New Plan Subscription
Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
- Free forever for core features
- 14 day trial for premium features & apps