Discussions

Docusign Pipeline and templates

  • 1.  Docusign Pipeline and templates

    Posted 08-17-2021 04:01
    I have an app where approximately 8 different Quickbase users collaborate to edit data, which then needs to get sent to random customers via 2 Docusign envelope templates. The Docusign Pipeline appears to only allow a 1:1 connection ratio between QB and Docusign accounts. Each QB user has their own Docusign account. So do I need to set each QB user up with their own pipeline? We have 2 possible templates in Docusign, and I'm really hoping I don't have to create 2 pipelines per user. I can try to explain in greater detail if necessary. The only other solution I can think of is to create a generic Docusign account, and give all my users access to it, but our IT department manages our Docusign account and I don't think they'll be crazy about 8 users sharing a group account when they all have individual DS accounts already.

    Thanks.

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    Colin Depner
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