Connecting applications through sophisticated middleware that’s easy to use
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- 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