Easily route documents for electronic signature

Here is a list of some of the features 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.

Updates to Quickbase are done 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! (Additional setup and monthly charges required)

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 Captive Recipient and 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.*

Online help at http://qbtools.helpdocsonline.com (check out http://qbtools.helpdocsonline.com/docusign-for-quickbase-overview for more info)

DocuSign Account Info: you need a DocuSign account with at minimum a Business Pro plan. You can sign up for DocuSign by clicking here...DocuSign Pricing

Juiced Technologies is not responsible for DocuSign pricing and plan features.

* Requires integration with additional add-on(s)
How to Get Started click here to find out what steps are needed to get started.
Add-on Summary
DOCUSIGN FOR QUICKBASE
Fast, easy and secure way to send, sign, track and store documents from Quickbase.
Pricing Details: DOCUSIGN FOR QUICKBASE is a PREMIUM add-on and includes a One-Time Setup Charge and a Monthly Hosting Charge.
Setup Charge includes setting up ONE Quickbase application, ONE table and ONE DocuSign tagged document template
Monthly Hosting Charge includes ONE Quickbase application with a monthly transaction limit of 300 Envelopes
DOCUSIGN FOR QUICKBASE can be run in multiple Quickbase applications, each additional application requires an additional discounted monthly charge
Each additional application also adds 150 Envelopes to the total monthly transaction limit
If you need more Envelopes than the standard limits, you can purchase additional Envelope packs.
Each additional pack will add 200 Envelopes to the monthly total
DocuSign pricing is additional and payable directly to DocuSign. You must have a DocuSign account to use this add-on.
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Summary

Easily route documents for electronic signature

Here is a list of some of the features of DocuSign for Quickbase

DOCUSIGN FOR QUICKBASE