What
This article explains what Docusign is and how it can integrate with your Mercury CRM.
Where
You can get DocuSign for SharePoint Online here.
How
DocuSign is a third-party application. It provides document signing software where businesses can securely collect signed approvals online. This is of great benefit for Mercury users as this can replace lengthy manual signing processes and speeds up the Agreement process, maximising productivity.
DocuSign integrates with SharePoint Online so users are able to see data instantly when working with Applicants, Customers, Clients, other businesses or co-workers.
Some key DocuSign features
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Send, sign and store documents in SharePoint using DocuSign eSignature.
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Automate business processes by saving completed documents in SharePoint.
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Streamline manual tasks by merging data between SharePoint lists and DocuSign fields.
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Advanced document formatting and management capabilities.
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Minimise risk - DocuSign eSignature automatically generates and stores a robust audit trail for every Agreement and meets or exceeds some of the strictest global security standards.
Does your organisation need DocuSign?
If you feel that you require this integration or just want to know more about how it works and its benefits, please reach out to your Mercury Customer Success Manager who will be happy to help.