DocuSign is a convenient tool that allows you to store and manage contract documents online, making them accessible at any time and easy to organize.
However, manually handling notifications and document sending upon contract completion can lead to risks of input errors and delays.
This article explains in detail the benefits of integrating DocuSign with Microsoft Teams and the basic steps for automation settings.
This article is recommended for
The content introduced this time is recommended for the following people!
・Those who are utilizing both DocuSign and Microsoft Teams
・Those aiming to centrally manage the progress of multiple projects and improve work efficiency
・Those who want to simplify workflows and prevent update omissions by integrating DocuSign and Microsoft Teams
Benefits and Examples of Integrating DocuSign and Microsoft Teams
Benefit 1: Quick Grasp of Contract Progress
When a contract is completed in DocuSign, a notification is sent to Microsoft Teams, allowing you to immediately check the contract status.
This eliminates the need for personnel to individually check contract progress, saving manual reporting tasks.
For example, a sales team leader can easily grasp the contract status with new customers, making it easier to decide on the next sales actions.
Also, contract management personnel can manage multiple contracts simultaneously and check progress as needed, reducing the risk of delayed updates or overlooked important actions, thus improving work efficiency.
Especially when multiple contracts are running concurrently, it becomes easier to integrate progress management, contributing to overall project management.
Benefit 2: Smooth Information Sharing
By integrating DocuSign and Microsoft Teams, notifications of contract completion are shared in real-time with stakeholders, facilitating smooth information sharing between departments, including the legal department.
For example, when legal personnel receive a contract completion notification, they can quickly proceed with content confirmation and the next procedures.
Even in cases where collaboration between the sales and legal departments is necessary, real-time notifications may increase effective document verification and risk management.
Furthermore, in processes involving multiple departments, rapid information transmission is expected to smooth communication and lead to work efficiency.
Benefit 3: Efficient Project Progress Management
By implementing a system where notifications are sent to Microsoft Teams upon contract completion in DocuSign, you can aid in project progress management.
For example, when a sales team completes a contract with a customer, the information is automatically notified to leaders and project stakeholders, making it easier to proceed to the next step.
Sales members can easily grasp "when and with which customer the contract was completed," facilitating smooth handover to the customer success team or support team as needed.
Furthermore, if marketing materials need to be created after contract completion, it becomes easier to request the design department or content team at the necessary timing.
Smooth sharing of contract-related information will help ensure the project progresses smoothly.
In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.
[What is Yoom]
How to Create a DocuSign and Microsoft Teams Integration Flow
This time, we will create a flow of [Notify Microsoft Teams when a contract is completed in DocuSign].
This allows contract completion information to be notified to business personnel in real-time, speeding up information sharing and improving work efficiency.