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ApplicationLink’s integration of DocuSign with Autotask allows the user to quickly send a DocuSign template to its customer for signing using quote and contract related data from Autotask.
By once-off mapping on the ApplicationLink platform of the Autotask data to the (custom) fields in the DocuSign templates, the user no longer needs to re-enter any data manually on the quote or contract to be signed.
Examples of Autotask data are: Quote, Account, Product, Service, Shipping Type, Payment Term & Contact.
The mapping needs to be done per DocuSign template and will be saved on the ApplicationLink platform.
Sending a document is very easy and takes less than a minute.
After selecting an Autotask account, link, DocuSign template, Autotask contract/quote and possibly an attachment (like T&Cs), just push the button “send to DocuSign”. Your customer will then receive an email with a link to the document in DocuSign. As soon as the document has been signed it will be stored in DocuSign.
Currently we are creating new demo videos of our solutions. As soon as a new demo video has been produced we will add it to our website.
For more information, questions, quotes, etc. you can contact us by phone or email. Would you like to schedule a demo? Please go to our home page and use the Calendly scheduler to book a date and time.
- Sending Autotask quotes and contracts for digital signing has never been easier
- One flat monthly fee despite the number of documents transferred from within the integration
- Saves the required Autotask values per DocuSign template
- Integration provides an overview of the information retrieved from Autotask
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- DocuSign application login
- Create an Autotask LiveLink
- Autotask & DocuSign link set-up
- Autotask & DocuSign – Get started
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Where do we need to order this solution?
This solution can be orderd by simply sending an email to firstname.lastname@example.org
Do we need a separate DocuSign license?
Yes, to use this integration a separate DocuSign license is required
What happens with the signed document?
The signed document will be stored in your DocuSign environment. We are investigating the possiblity to add the signed document into Autotask