Connect your DocuSign and PlusThis accounts. This tool will allow you to automatically generate and send envelopes to your CRM contact. Stay on top of the Document signing process and tag your contact accordingly. Once the documents have been signed you can save the tab values onto the contact record.
During office hours we set up a DocuSign Connection tool. We configured the tool to tag the contact as they go through the signing process. We also set up the tool to save the tab values to the contacts record.
We created a campaign to move a contact from one sequence to the next based on the tags set up in our DocuSign Connection tool. This allows you to send automated emails personalized to what stage of the signing process your contacts in.
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