Can you add the Integration to Docupace to Common Tasks?
Today, when on a contact record, there are Common Tasks list that has things like "Send to Laser App". Can you add an option to Send to Docupace Starting Point? Or, better yet launch all three Integration options to Docupace from Common Tasks?
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Richard Wolfe commented
This would be very helpful, please add the service! Thank you.
Mary Ann McCarty commented
Having Docupace listed as a Common Task would be helpful - it seems a bit more intuitive than selecting the Integrations button. Thanks.
David A. Nielsen commented
It would help tremendously to have Docupace as a Common Tasks on your program.
Please make our lives easier by adding this - thanks for listening!
Brent Owens commented
Please add common task. It is much more easier for our team to use Docupace versus LaserApp. However, we need the common task feature from RedTail. Thank you.
Jeffery Lillie commented
I find Docupace process better than LaserApp and to make Docupace a common task from Redtail, it would be appreciated.
I think it is a great idea. We would love to see that happen.
Saeed Sulaiman commented
This would make the process much simpler. I hope to start using docupace exclusively and not laser app. So this would be a big help
Yes - this would be very helpful. It is a "common task" for us!