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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