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Zyntra OS + DocuSign
Contracts and proposals sent to be signed through DocuSign.
What is DocuSign?
DocuSign is an electronic signature service: people sign documents online, and every step is recorded.
What you gain when you connect it
- Send to sign from the record. «Send via DocuSign» on a contract or a proposal.
- Its status on the record. Sent, delivered, completed, declined or voided shows on the contract or proposal.
- Signed means done. Completed signs the contract or accepts the proposal, and the signed PDF is kept in its files.
- Tried safely. In test mode nothing is sent.
Who it suits
A business that signs contracts and proposals with customers who are not in the same room.
How to switch it on
- Open Setup › Channels › DocuSignAn administrator who may change settings opens it in Zyntra OS.
- Enter your own accountEnter your DocuSign integration key, user ID, account ID and private key, and choose demo or live — from your own account with the provider. Secret keys are kept sealed and never shown again.
- Try it in test modeIt starts in test mode: you try it, and nothing real is sent, charged or recorded.
- Switch it onTurn test mode off and switch it on — from then on it works by itself.
Every connection is free
We take no setup fee for anything our customers need that improves their work: enter your own account and key, and it works. You pay your subscription to the service provider only, not to us; the connection with Zyntra is free.
See them working
Ask for a demo and our team shows you the connections your company needs.