Salesmate strives to bring enhanced user experience with constant improvements and product updates. In this product update, Salesmate and DocuSign integration enable you to get signatures faster, track document statuses, and, once signed, then execute further automation or workflows as per your need.
Manual paperwork and manually following up with the right person to get a signature can take lots of your essential time. Therefore, Salesmate has integrated with DocuSign to enable your sales and marketing departments to create documents or agreements and get them e-signed quickly. While DocuSign automates the eSignature process, Salesmate helps you manage your sales cycle from one place and take the next steps once the documents are signed.
You can create a new DocuSign envelope within Salesmate from the Contact, Company, or Deal’s detail page. Once the envelope is prepared, it will include all required information from Salesmate so that you can quickly send it out from DocuSign.
Key features of this integration
- Choose who can create and view the DocuSign documents from Salesmate.
- Auto-pull the contact information required for sending the documents.
- Select any of pre-associated files associated with a contact or upload from your machine to create a new envelope.
- Choose the recipients (single or multiple) and set their signing order or signing roles as per the requirement.
- View document status directly inside Salesmate. E.g., Sent, Received, Completed, Voided
- All deal-related documents will be auto associated with their primary contact and company.
- View detailed documents with a single click.
- Run workflows when a document is accepted or rejected.
Find out how you can integrate DocuSign with Salesmate CRM here.
Fill up this form to get a personalized onboarding experience from experts.
Our team at Salesmate will keep bringing more such updates so you can have an enhanced experience. Please keep sharing your valuable feedback so we can exceed your expectations.
Till then, keep selling!
Not a Salesmate user yet? Try it for free for 15 days and experience best-in-class CRM for your business.
Supercharge Your Sales Today! 🌟
- Save at least 50% on subscriptions and integrations
- Increase your conversion rates by 300%
- Choose a CRM trusted by 8500+ businesses
Close deals faster with the CRM designed for sales success.
You may also enjoy these
August 2024 Release Notes
We’ve been hard at work, listening to your feedback and thinking about how to make Salesmate even better for...
3 Min readSalesmate’s July 2024 Updates: Enhancing Your CRM Experience!
As part of our continuous commitment to improving your experience with Salesmate, we are thrilled to announce a...
4 Min read🚀 May 2024 Experience Updates: Ticket Management, SLAs, and Document Management are here!
This May is pretty special for us and our customers. We are adding two big features to Salesmate and also bringing...
4 Min readMarch 2024: All new Instagram integration, chat reports, and more!
In our tailored webinar on Salesmate 3.0, we already announced how we see social media integrations. We believe...
3 Min read🚀January Experience Updates: 3 Key changes to kick-start 2024
Let's dive into 2024 with some amazing Salesmate updates and improvements. Check out the three top changes you'll...
2 Min read
Dhara Thakkar
Dhara Thakkar is a seasoned marketer at Salesmate. She thrives on trying new organic strategies to improve traffic & conversions, and has in-depth knowledge on how search works. When she's not working, you will find her travelling or binge watching F.R.I.E.N.D.S