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DocuSign for Quickbase

Easily route documents for electronic signature from Quickbase

Automate your workflow by sending documents that your customers can sign and send back to you within minutes. Very quick and easy to use.

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Key Features of DocuSign

Key Features for XL Docs

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Accept/Proccess Credit Cards

Accept credit cards without violating Quickbase terms of service. Directly integrates with, Intuit Quickbooks Payments (QBMS) and Stripe

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Get Any Document Signed

Send any type of document stored in a file attachment field from your Quickbase application(s) or in your S3 account for signing

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DocuSign Dashboard

Access the easy to use DocuSign Dashboard from within your Quickbase application

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Automatic File Storage

The fully executed document is sent back to Quickbase and stored in a file attachment/Amazon S3 field when completed

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Track Your Approval Process

The status of the approval process is updated in real time right in your Quickbase application

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Keep Your Privacy

Supports DocuSign access tokens so that you do not have to share your DocuSign account credentials with us

  • Specify and order any number of signers from the information stored in your Quickbase application

  • Integration with Exact Forms Plus! to generate the documents that need to be sent to DocuSign for routing and approval

  • Configure the tags and fields to certain lines of text so that they appear at the right location during the signing process. You can specify tags based upon the document template type

  • Specify subject, email message body, expiration and reminder values for an envelope from your Quickbase application

  • Bring back the information that the recipient enters during signing process and store in Quickbase

  • Change a recipient after the Envelope is created in DocuSign

  • Add a CC recipient after the Envelope is created in DocuSign

  • Void an Envelope after it is created in DocuSign

  • Close the deal on the spot with In-Person Signing!

  • You can send out a document for signing based upon a triggering event from a table in your Quickbase application

  • Generate an envelope on behalf of another user from your DocuSign account

DocuSign Dashboard

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Send to DocuSign UI
User Experience 
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The Problem

  • Printing, Faxing

  • Shipping (multiple signers)

  • Lost contracts

  • Missing signatures

  • Rekeying Data

  • Slow execution

  • Costly operations

  • Error prone and insecure

  • Poor customer experience

  • Increased speed to results

  • Reduced operating costs

  • Accurate and secure transactions

  • Quality customer experience


The Consequences

The Opportunity

Additional Features of DocuSign

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