New to the DL/DS integration through Salesforce.
What is the best practice and benefit of adding Signers to Drawloop vs DocuSign?
Thank you?
jt
New to the DL/DS integration through Salesforce.
What is the best practice and benefit of adding Signers to Drawloop vs DocuSign?
Thank you?
jt
Hi Jackie! contact me if you want to have a chat! Drawloop can bring together fields from child and other objects -> (ie) You need to generate a doc on a Quote and you need Quote LIne Items, Contact Information, Account Information and Opportunity information - Docusign cannot do this. Drawloop is way more flexible as well. Doscusign has a very well crafted eSignature tool in my opinion. Each of these products does something or something better the other does not. We do DS/DL implementations alot I just finished one and am starting another! Lauren Jordan
Correct, you configure a portion of Docusign in Drawloop but you still need Docusign and depending on where it sits (which object) there is a little config on the Docusign side as well.
Oh, Lauren! I would so very much love a quick 10-minute chat! I've got 90% of my first document package setup, I just need to connect a few quick dots. I'll ping you through SF Community so we can connect when it's convenient for you!
Thank you, Ryan!
Great! talk soon!
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