Send documents to contacts right from Freshworks CRM
Integrating DocuSign with Freshworks CRM allows you to send documents to your contacts and get them signed. This integration helps you create and track signatures on documents from within the details pages of contacts, accounts, and deals from your CRM.
- Authenticate Docusign by entering credentials
- Choose the record landing page (lead, contact, account or deal)
- Upload an envelope by choosing a template or creating one
- Add recipients
- Add standard fields and signatures
About the partner
Freshworks provides intelligent customer engagement software for businesses of all sizes, making it easy for teams to win customers for life. Freshworks SaaS products are ready to go, easy to use, and offer quick returns on investment.
With Freshworks CRM, powered by Freddy AI, you can discover the best leads, boost customer engagement, drive deals to closure, and nurture existing customers with a smart, comprehensive solution. The Freshworks CRM acts as a single source of truth for your business and provides a 360° view of your customer, by capturing and combining customer experiences in one place.
Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers throughout the world.
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