eZSign is a custom app that directly integrates your DocuSign account with the Zendesk Support and Sell environment, enabling the sending of templates and documents directly through the support interface. To activate this integration, you must have a DocuSign account.
Some key features of the DocuSign integration for Zendesk include:
- Sending envelopes directly from Zendesk: Send documents for electronic signature directly from your Zendesk account. There’s no need to disrupt your workflow by accessing DocuSign separately for sending via its platform.
- Utilizing pre-configured DocuSign templates: Use templates already set up in DocuSign for direct sending through Zendesk. Prior creation or adaptation of templates within the DocuSign platform is required.
- Auto-filling document fields with ticket data: Automatically populate documents with information directly pulled from the ticket.
These features enhance the efficiency of document handling and electronic signature processes within the Zendesk Support workflow.
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