■Overview
Once the document signing is completed with CloudSign, this flow allows you to obtain the agreement certificate and send the acquired document via Gmail.
■Recommended for
1. Those who need to manage and process transaction documents with client companies
・Sales assistants or accounting staff
・Administrative staff or office managers
2. Those who use Gmail as their main communication tool
・Department heads who use it for internal communication
・Sales assistants responsible for interactions with client companies
3. Those who want to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・General affairs and administrative staff with many input tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・Automatically completes the post-document signing process, preventing omissions and reducing manual effort.
・Issuing the agreement certificate simultaneously with document signing prevents issues in electronic contracts.
■Notes
・Please integrate both CloudSign and Gmail with Yoom.
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