Send document for signature in Docusign when quote is approved in Jobber and client is not tagged
Send document for signature in Docusign when quote is approved in Jobber and client is not tagged
Send documents for signature when a quote is approved in Jobber, ensuring clients haven't received them yet. Add relevant tags to clients and use DocuSign to manage signature requests, speeding up your contract process.
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Overview
Send documents for signature when a quote is approved in Jobber, ensuring clients haven't received them yet. Add relevant tags to clients and use DocuSign to manage signature requests, speeding up your contract process.