Docusign
Verified by FreshworksUsing the Docusign integration, send documents to contacts right from the CRM.
Published by Freshworks(about almost 4 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Integrating DocuSign with the CRM allows you to send documents to your contacts and get them signed. This integration helps you create and track signatures on documents from within the details pages of contacts, accounts, and deals.
700+ installs
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1. Authenticate Docusign by entering credentials
2. Choose the record landing page (lead, contact, account or deal)
3. Upload an envelope by choosing a template or creating one
4. Add recipients
5. Add standard fields and signatures
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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Version History
This is the first version. Release notes not yet available.