Docusign is an app for signing documents online. You send someone a contract or a form, and they read it and sign it on their phone or computer.
The Docusign CRM integration lists the agreements you sent a contact on their page in OnePageCRM, so you can see when each one went out and whether it has been signed.
See your Docusign agreements on the contact's page
Open a contact in OnePageCRM, and the Docusign widget is right inside their profile. Click it, and it lists the agreements you sent that person through Docusign.
For each one, you get the date it went out, the agreement's name, and its status. The status matches what Docusign shows, from Sent and Delivered all the way to Completed or Declined. So you can tell whether a contract has been signed before you get in touch.
And when you need the document itself, click the agreement, and it opens in Docusign.
Because you won't have to log in to Docusign every time you want to check whether something has been signed. Once the two are connected, that shows on the contact's page in OnePageCRM next to your notes, calls, and emails with them.
Go to Apps and Integrations in OnePageCRM, install Docusign, and click Connect to Docusign. You'll be asked to log in to your Docusign account and allow OnePageCRM to show your agreements, and that's it. Keep in mind that only the account owner or an admin can do this.
The first ten email addresses saved on the contact. Agreements sent to any of those show in the widget, so it doesn't matter which of their addresses you used.
It is, yes. Every plan includes it, so all you need on top is a Docusign account of your own.
