Integrating Heeros PSA with DocuSign
Content
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How can I integrate DocuSign with Heeros PSA?
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How can I send an attachment from Heeros PSA to DocuSign?
Description
DocuSign is a reliable and trusted application for electronic signatures. Whether you’re approving a purchase, closing a sale, or signing an agreement, you can easily accomplish all this in Heeros PSA with the help of DocuSign.
You can learn more about DocuSign here.
How to connect DocuSign with Heeros PSA
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Navigate to Settings from your profile on the top right corner
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Click on All Integrations
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Select DocuSign
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Click on Activate
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If you already have a DocuSign account, simply add your existing username and password.
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If you do not have a DocuSign account, you can create one by clicking on Go to.
How to send a document from Heeros PSA to DocuSign
In this example, you will learn how to send a document to your customer.
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Create a sales quote. Refer to our article on Sales Quotes to learn more about creating a sales quote.
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Save it under attachments in the Project card section.
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Click on the ellipsis symbol
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Select Send with DocuSign
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Once you click send with DocuSign, you will be redirected to DocuSign where you can add the required fields to the document. After it is sent to the recipients, the DocuSign status in Heeros PSA will change to Sent.
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You will receive an email notification when the recipient signs the document or edits it.
