DocuSign

eSignature, and Content&Files

Boost your productivity and streamline your document signing process with our DocuSign integration for Maximizer. Seamlessly connect two powerful platforms via the Zapier intermediary and unlock a world of possibilities. Automate repetitive tasks, streamline contact and customer interaction data management, and enhance team collaboration with our popular Zapier workflows. In addition to predefined workflows, you can easily create custom workflows tailored to your unique business needs. Expedite your sales cycles, close deals faster, and collaborate within one unified workflow, saving valuable time and effort.

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Highlights:

Create Maximizer contacts from newly sent DocuSign envelopes, saving valuable time and storing all customer data within your CRM.
Effortlessly create tasks in Maximizer whenever envelopes are sent or completed in DocuSign. Stay organized and never miss an important follow-up or deadline again.
Create notes in Maximizer when new DocuSign envelopes are completed and additionally send notifications in Slack. You can even include direct links to allow salespeople to download signed envelopes from DocuSign in your automated notes.