Send contracts from Notion using DocuSign

■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.