Autotask to DocuSign – contract & quote integration
ApplicationLink was founded in 2014, we operate from 2 locations in the Netherlands (Schiedam and Breda) and we are providing solutions to partners across the world.
What is one of our goals? To help your business to become more profitable.
How? By automating tedious processes, increasing efficiency, eliminating manual mistakes and saving valuable time.
Therefore our slogan is: Integrate > Automate > Profit!
ApplicationLink has developed a sophisticated platform (the ApplicationLink Cloud Middleware Solution) on which we provide a broad spectrum of integrations by connecting tools/applications.
ApplicationLink’s integration of DocuSign with Autotask allows the user to quickly send a DocuSign template to its customer for signing, using quote and contract related data from Autotask.
By once-off mapping on the ApplicationLink platform of the Autotask data to the (custom) fields in the DocuSign templates, the user no longer needs to re-enter any data manually on the quote or contract to be signed.
After selecting an Autotask account, link, DocuSign template and Autotask contract/quote, just push the button “send to DocuSign”. Your customer will then receive an email with a link to the document in DocuSign.
Sending Autotask quotes and contracts for digital signing has never been easier
One flat monthly fee despite the number of documents transferred from within the integration
Saves the required Autotask values per DocuSign template
Integration provides an overview of the information retrieved from Autotask
Create a complete database of signed documents in DocuSign
Add attachments before sending the document to your customer
Available worldwide in English, but possibly restricted to where connected solutions are available.
Phone: 0031-(0)88 78 78 010
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