Send contracts from Notion using DocuSign

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■Overview

This is a flow for sending contracts from Notion via DocuSign.

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■Recommended for

1. Those who use Notion for customer management

・Those who centrally manage customer information in Notion

・Those who regularly accumulate information in Notion's database

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2. Those who utilize DocuSign for contract operations

・Sales department personnel who use DocuSign to streamline the contract process

・Those who want to streamline contract sending by integrating Notion and DocuSign

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■Benefits of using this template

DocuSign allows you to complete contract signing online, which speeds up the contract process.
However, if you are sending contracts from DocuSign based on information managed in Notion, you might find it time-consuming and cumbersome.

With this template, you can automatically send contracts from DocuSign by registering the recipient in Notion's records.
This eliminates the need to switch between the two tools, allowing for seamless contract sending and improved operational efficiency.

Additionally, by integrating with chat tools, you can share the contract sending status with team members, facilitating smooth information sharing.

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■Notes

・Please integrate both Notion and DocuSign with Yoom.

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About the Apps You Use

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

Related apps

DocuSign

Templates using

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Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion