Electronically Sign your Documents using DocuSign for QuickBase
DocuSign for QuickBase!

Send, Sign, Manage

DocuSign for QuickBase provides you with a fast, easy and secure way to send, sign, track and store documents in the cloud. Fully integrated with your QuickBase application, DocuSign reduces paper waste, shortens the sales cycle, and increases close rates.

Having problems with Printing/faxing, missing signatures or lost contracts? Is there slow execution time on your printing or shipping? Docusign for your QuickBase application will give you more accurate and secure transactions and increase the speed of your results. 

  For more information about the DocuSign product itself, click here--> DocuSign
Here are some highlights of DocuSign for QuickBase
DocuSign for QuickBase!
  • DocuSign for QuickBase supports the sending of any type of document requiring a signature stored in your QuickBase application(s) to any email address stored on your records. You will also see QuickBase update in real-time with information collected during the DocuSign signing process.
  • Email the document(s) you want your recipient(s) to sign and guide them with a "Sign Here" tab that is directly on the document. This functionality is driven completely from within your QuickBase application.
  • Documents can be sent to one or more recipients, each recipient may have a specific role in the approval process. ie Signer, Reviewer,Receive a copy.
  • Control the Order in which your recipients receive the document.
  • Collect Data from your recipients and store that data in QuickBase
  • ACCEPT CREDIT CARDS without violating QuickBase terms of service!
  • PROCESS CREDIT CARDS Direct integration with Authorize.net and Intuit QuickBooks Payments(QBMS)
  • Change a recipient after the Envelope is created in DocuSign.
  • Add a CC recipient after the Envelope is created in DocuSign.
  • Void an Envelope after it is created in DocuSign.
  • The status of the approval process is updated in real time right in QuickBase. No need to login to DocuSign to check on the status
  • The fully executed document is sent back QuickBase and stored in a file attachment field when complete, it also includes the DocuSign certificate of completion.
  • Categorize the Documents you send to DocuSign for more detailed reporting. ie Contracts, Quotes, PO's, CO's WO's, Invoices, etc.
  • View the DocuSign Dashboard from your QuickBase application
  • Supports In-Person Signing - Close the deal on the spot! Have your client sign as your sales rep guides them through the process...in person!
  • Integration with Exact Forms Plus! To create a complete end to end process, use Exact Forms Plus! to generate the documents that need to be sent to DocuSign for routing and approval.
Video for this demo application
DocuSign for QuickBase! Click to View YouTube Video

 DEMO IT HERE!

VIEW THE DASHBOARD

DocuSign for QuickBase! DocuSign dashboard

 

Report Name *
Description
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, QuickBase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, QuickBase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. QuickBase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

Show fields from Show fields from Show fields from a related table

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