Docusign

eSignature, and Content&Files

Maximizer’s powerful Docusign integration offers more efficient and streamlined document management. Seamlessly send Docusign envelopes from templates within Maximizer to your Address Book entries, eliminating manual work. Real-time tracking ensures you stay informed at every stage, with crucial updates recorded in the entry timeline. Once documents are signed, they’re automatically saved in Maximizer, creating a centralized repository for easy access. Elevate your business processes, accelerate deal closures, and improve collaboration within one unified workflow. This integration optimizes productivity, saving valuable time and effort.

Highlights:

• Easily send Docusign envelopes from predefined templates to your customers directly from Maximizer.
• Track the status of Docusign envelopes, including sent, delivered, voided, declined or completed, as interactive entries in the Maximizer timeline.
• Access detailed information about each envelope through direct links in your timeline, ensuring quick and easy reference.
• View a list of all active envelopes associated with specific Address Book entries, providing a centralized and organized overview for efficient management.
• Effortlessly get signed and completed documents from Docusign envelopes saved in Maximizer, ensuring a centralized repository and easy access to critical files