Most RecentMost ViewedMost LikesDocusign 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 jobs per client, it's creating a draft and a Docusign box for EACH ONE. Problem is, we only need one per client. You also, for some reason that nobody can explain, can't push a document out to a present client without creating a new job. Who on earth came up with this is beyond me. What we've done is create a dummy job called 'Client Agreement' in order to 'house' the document and ignore the drafts on all the rest. One would think that Jobber would just create a Docusign draft box on each front client page and leave it at that, but they've made it as bulky and illogical as possible. And before you suggest it, we've already submitted requests to fix this in a new update, but as with all of those we don't expect anything to be done. We love Jobber for the most part, but some of their logic is ridiculous. Solveddocusign We are going to use the billing portion of Jobber this season (in the past we have used another platform). In order to have customers contracts signed- do we need DocuSign? Seems like another monthly payment added on top of jobber. SolvedHas anyone used the Docusign integration? Does it post signed docs to customer portal? Want to move more into digital but don't want to have to jump to multiple platforms to find things. What are your favorite integrations in Jobber? How have they helped your business?
