Acumatica Integration with DocuSign

DocuSign provides a complete solution to send, sign and manage documents accelerating the time from lead to deal. With Docusign, users can quickly and securely review and sign documents. With the integration in Acumatica, users can now take advantage of the Docusign capability from within Acumatica Cloud ERP. Users working on a sales order or an SOW or a contract in an opportunity, can now send it for signing from within Acumatica’s Document management module. Download the DocuSign integration for Acumatica 6.x.

 

With DocuSign for Acumatica, users can:

  • Create envelopes and prepare documents for signing
  • Send documents for signing and manage documents
  • Check status of document sent for signing
  • Send documents from CRM, Financials, Distribution and other modules using Document Management

Note: DocuSign account is required to use this integration. More info here: https://www.docusign.com/b/products-and-pricing

 

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