Electronically Sign your Documents using 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 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.
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.
Show fields from Show fields from Show fields from a related table
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When I do a search or a find, is it looking at all applications, my applications, or a specific application?
It depends on where you are and which one you select:
When you perform a SEARCH from your My QuickBase page, you are searching the Name, Description, and Manager fields of all applications. The search results list all of the applications to which you have access that fit the search criteria.
However, when you are performing a FIND on an application-specific page (for example, the Dashboard, Edit Report, or Modify Fields pages), the results include all records within that specific application that match your request and that you have permission to view.
How can I customize the dashboard page?
To edit this dashboard, click the Customize this Page button on the upper right of the screen.
You can design a single custom dashboard for all your users, or create several different dashboards; one for each type of user.
Is there an easy way to create a calendar or timeline from a table report?
Yes. If the application administrator has specified default calendar and timeline settings for an application, you can easily create a calendar or timeline from a table report just by clicking a link. QuickBase uses the default settings as a basis for creating the calendar or timeline.
To create a calendar or timeline from a table report:
Display a table report.
In the menu at the top of the report, click Other, and then click Report Table as a Calendar or Report Table as a Timeline.
Save the calendar or timeline by clicking Save this report.
Note: If calendar or timeline defaults have not been set, then Report as Calendar and Report as Timeline won't appear as options. Read how to set defaults for calendars and for timelines.
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