Send contract for signature in Docusign, and track status in LeadConnector
Send contract for signature in Docusign, and track status in LeadConnector
Send contracts for signature when new agents sign up and track document status in Legal Campaign. Use LeadConnector to trigger on pipeline changes, create signature requests in DocuSign, and add leads to workflows for better management.
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Overview
Send contracts for signature when new agents sign up and track document status in Legal Campaign. Use LeadConnector to trigger on pipeline changes, create signature requests in DocuSign, and add leads to workflows for better management.