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01-09-2024, 07:40 AM #3
Reputation points: 227882
- Join Date
- Feb 2017
- Posts
- 3,429
1) Try adding a request for attachments within the e-sign platform itself. They can upload directly into the DocuSign.
2) Make sure you're using some email platform with "templates" so that you can send the request out quicker with a link to the app, rather than logging into the eSign platform each time and sending out a personalized request
3) Integrate Zapier to the above
Most platforms that are not Docusign are cheaper BTW, lemme make an intro.
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