Forum Discussion

scottmorefield's avatar
scottmorefield
Contributor 2
11 months ago
Solved

Docusign Integration

Does anyone use this integration? We start with a basic client agreement, but have found the integration to be super frustrating. First of all, it creates a draft for EVERY job. If you have multiple ...
docusign
integrations
  • krista's avatar
    krista
    11 months ago

    Hi scottmorefield — thanks so much for reaching out, and I’m really sorry to hear about the frustration with the DocuSign integration.

    We really appreciate you taking the time to share your feedback with the team. It helps guide how we approach improvements to our integrations going forward.

    Just to clarify, is the main issue that there's a growing backlog of drafts sitting in DocuSign? If so, it might also be worth reaching out to DocuSign directly, as they may be able to assist on that front as well.

    One potential workaround our team has discussed is setting up a Zap using Zapier to connect with DocuSign. With this approach, a document would only be created when a new client is added, which could help avoid the draft backlog. This setup only requires a two-step Zap, so it should work on Zapier’s free plan.

    Hope that helps! Let us know if you have any questions or if we can dig in further.

krista's avatar
krista
Jobber Support Team
11 months ago

Hi scottmorefield — thanks so much for reaching out, and I’m really sorry to hear about the frustration with the DocuSign integration.

We really appreciate you taking the time to share your feedback with the team. It helps guide how we approach improvements to our integrations going forward.

Just to clarify, is the main issue that there's a growing backlog of drafts sitting in DocuSign? If so, it might also be worth reaching out to DocuSign directly, as they may be able to assist on that front as well.

One potential workaround our team has discussed is setting up a Zap using Zapier to connect with DocuSign. With this approach, a document would only be created when a new client is added, which could help avoid the draft backlog. This setup only requires a two-step Zap, so it should work on Zapier’s free plan.

Hope that helps! Let us know if you have any questions or if we can dig in further.