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e-Signature (Docusign, Yousign)

Send contract or quote for signature based on status edition on folk

Updated over a week ago

Using e-signature tools helps you secure sending contracts or quotes to your clients to collect their signature and close your deals.

It's super easy to integrate these tools with folk, to automatically send contacts to your customers, once they've reached a certain stage in folk.


Tools suggested

  • Docusign

  • Yousign

Integration set up

  • Step 1: Trigger in folk - Person custom field updated/Person updated

  • Step 2: Action in folk - Get Person

  • Step 3: Action in Docusign (or other) - Create Signature Request / Send Enveloppe using Document

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