Quick Base provides a collaborative environment for users to intuitively create custom applications that are tailored to facilitate their unique processes and needs. 

 

Quick Base is a low code application development platform that makes it easy for anyone, regardless of technical background, to quickly build custom, secure applications that are integrated with third party systems like DocuSign. Quick Base helps to simplify the agreement management processes on a secure and reliable platform by automating the workflows associated with agreements, and easily integrates with technologies across your ecosystem that require electronic signature. With Quick Base, you can get real-time, actionable insights into processes and workflows to help accelerate the steps in business agreements.

Quick Base Pipelines enhance the value of DocuSign by allowing employees to better manage and execute the processes that include contracts and agreements. Additionally, integrating features like e-signature into your processes allows you to better track and execute on various steps within workflows that require dependencies and signoffs. 

With a Pipeline, you can request signatures via DocuSign as part of a process, or you can trigger specific actions in a Quick Base application or another third-party system once a signature is received. By allowing these two systems to communicate, you can ensure that your stakeholders are looking at the most up-to-date information regarding agreement and e-signature status as they relate to business processes.

Key Features

  • By integrating DocuSign with your CRM, you can trigger an automatic request for a contract or document signature when an account is updated in the CRM instance, signaling progress along a sales or process stage. 
  • With DocuSign e-signature capabilities integrated with the Quick Base platform, you can incorporate signature requests into tracking systems, such as inventory management or order tracking where deliveries are made, and you need signatures to complete steps in a process.  

Resources

Quick Base Website 
https://www.quickbase.com/
Quick Base Community
https://community.quickbase.com/home

Got Questions?

Contact us: https://www.quickbase.com/contact-us

About the partner 

Quick Base is the platform that businesses use to quickly turn ideas about better ways to work into apps that make them more efficient, informed and productive. Quick Base is used by more than 6,000 customers, including half of the Fortune 100, across a variety of industries and use cases.

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