Many of us are very excited about this integration, but we feel that there are a number of opportunities to improve it. Much of the feedback we've received on this integration is that there are too many steps involved to transmit out-of-the-box forms through DocuSign.
We have client's who push-out hundreds of contracts a year. The transmittal of these documents from Acumatica to DocuSign needs more automation in order for client's to be more efficient.
Here are few ideas that we hope you will find helpful:
Leverage Acumatica's already existing automation tools to send documents to DocuSign, including:
establish a process that will allow the transmittal of multiple documents, such as Sales Orders, Purchase Orders, Contracts, etc., similar to the emailing processes that already exist in Acumatica. This should eliminate the need to "print and store" the form in the original document record.
The above suggestion includes incorporating Acumatica's Notification Template to generate the envelope contents used by DocuSign to transmit the document to the recipient. The transmittal should be stored as an "Activity" in the document and in CRM.
The signature box should already be available in the form by way of the report designer. If DocuSign requires a user to manually define where the signature needs to go, we need to have someway of encoding this in the document as it's being generated as an "attachment" to the recipient. In other words, the signature box should be predefined in the template, which will be the same each time.
We agree with Ali in that the IP Address of the signor should be captured and stored as part of the e-signature.
I'm happy to discuss these in more detail. I hope you find this feedback useful
Many of us are very excited about this integration, but we feel that there are a number of opportunities to improve it. Much of the feedback we've received on this integration is that there are too many steps involved to transmit out-of-the-box forms through DocuSign.
We have client's who push-out hundreds of contracts a year. The transmittal of these documents from Acumatica to DocuSign needs more automation in order for client's to be more efficient.
Here are few ideas that we hope you will find helpful:
Leverage Acumatica's already existing automation tools to send documents to DocuSign, including:
establish a process that will allow the transmittal of multiple documents, such as Sales Orders, Purchase Orders, Contracts, etc., similar to the emailing processes that already exist in Acumatica. This should eliminate the need to "print and store" the form in the original document record.
The above suggestion includes incorporating Acumatica's Notification Template to generate the envelope contents used by DocuSign to transmit the document to the recipient. The transmittal should be stored as an "Activity" in the document and in CRM.
The signature box should already be available in the form by way of the report designer. If DocuSign requires a user to manually define where the signature needs to go, we need to have someway of encoding this in the document as it's being generated as an "attachment" to the recipient. In other words, the signature box should be predefined in the template, which will be the same each time.
We agree with Ali in that the IP Address of the signor should be captured and stored as part of the e-signature.
I'm happy to discuss these in more detail. I hope you find this feedback useful