Empower teams to be more effective with automated document sending.
Spend more time selling by automating document management
Let's face it, we all have documents we need to send to our customers. But do our legal documents need to slow down our sales cycles? No! Use ActiveCampaign to automatically draft documents to send to the customer at the right time. Follow up the moment someone is ready to receive a document from your team and automatically create a pre-filled envelope with their information included. Send a welcome email, notify your team, create a segment, or move a deal into a new stage whenever someone completed the document, without having to lift a finger. Connect all or one of your DocuSign templates to ActiveCampaign to ensure your team is supported with an efficient workflow.
Improve customer AND employee experience with automated document sending
Sellers want to sell and there is nothing worse than dragging out a sale due to document management. When a buyer is ready to buy, it is our job to make their purchase as painless as possible. Sending documents manually often means your rep needs to create, send, receive, and document a contract in the proper place. Automate this experience w/ ActiveCampaign for DocuSign so buyers receive and sign contracts at their convenience, while sellers can spend valuable time with more potential customers.
Big clients expect smooth document signing processes
When managed well, a smooth document signing process can help your sellers land big deals. When going after large accounts, buyers expect both your solution and your processes to be as smooth and helpful as possible. A manual document signing process can often be a signal to a big buyer that your solution isn't mature enough for them yet. Empower your team with a best-in-class DocuSign account and automate the workflow through ActiveCampaign to signal that your team is ready to help the big fish.
WHAT YOU CAN DO:
- Automatically sync DocuSign envelope Recipients to ActiveCampaign contacts
- View DocuSign contract status without leaving ActiveCampaign
- Automatically send emails, Slack alerts, and more every time a DocuSign contract is signed
- Create personalized Slack messages containing mentions of individual team members
- Pre-fill DocuSign contracts with your customer's ActiveCampaign information
- Automatically create DocuSign contracts when prospects reach relevant ActiveCampaign Deal stages
- Send automated ActiveCampaign email reminders to prospects when waiting on DocuSign contract signatures
- Automatically change the deal status for contacts who decline an envelope
- Personalize automated ActiveCampaign emails with DocuSign data
Help Doc: Connect DocuSign to ActiveCampaign
