Send the contract via Docusign based on the responses submitted in the Google Form.

■Overview

This is a flow for sending contracts via Docusign using responses from Google Forms.

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■Recommended for

1. Those who frequently need to create and send contracts

• Sales representatives or sales assistants
• Administrative staff or office managers
• Legal personnel

2. Those who want to automate the contract sending process and reduce manual work

• Owners of small and medium-sized enterprises aiming for operational efficiency
• Business analysts interested in workflow automation
• Leaders of legal or sales teams who want to enhance the accuracy and speed of contract delivery

3. Those who regularly use Google Forms and DocuSign

• Personnel collecting information using Google Forms
• Users managing contracts with electronic signatures using DocuSign

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■Benefits of using this template

・Reduces errors from manual input, improving contract accuracy.

・Using the template ensures all contracts are created in a consistent format.

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■Important Notes

‍・Please integrate both Google Forms and DocuSign with Yoom.

・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/ja/articles/6807133

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.