Ploomes has a new integration with DocuSign which will make it easier to manage your document signatures.
From now on, it will be possible to digitally sign proposals, contracts, and customized documents on Ploomes by internal and external users, with different forms of authentication, signature tracking, and automatic storage of the signed final document.
It is possible to track the subscription status within Ploomes itself, which has automatic communication with DocuSign. Finally, the signed document is still saved inside the customer page
To access the integration, you must have an active DocuSign account on one of the available plans. The integration doesn't work on the test account.
“With this new partnership with DocuSign, we offer our clients another reference in digital document signing that, integrated with Ploomes' functionalities, will bring more productivity, organization and control to their sales and related processes,” said Eduardo Damião, Product Manager at Ploomes.
The integration is already active in the CRM. To learn more about and how to set it up on your account, access the full integration article here!
DocuSign is an online platform for signing documents. Simple, fast, secure and legally valid for the whole of Brazil, it helps to make the sales process more agile by shortening the traditional and bureaucratic process of physical signatures.