docusign
integrate docusign and redtail
56
votes
Helen
shared this idea
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!
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Ty McGilberry
commented
We have a lot of clients docusign everything from financial planning agreements and Investment Policy Statements to Schwab paperwork. It would be amazing if the signed documents were uploaded to the contact document section within the Client Contact record.