PeterKrasznekew
4 years agoQrew Trainee
Quickbase and Docusign pipeline question
I am trying to use the pipeline between Quickbase and Docusign to allow a user to upload (or provide a link) to a docusign document that is ready for signatures once a record has reached a certain point of approval. The problem is that the documents will vary from record to record so there is no way to use a template or standard document set and it looks attaching/requesting signatures in the Docusign pipeline is limited to template type documents. Someone will be manually prepping each document for signatures in docusign but the ultimate goal is for the person who is signing the document to be able to access a link or the document through the Quickbase record. Is this possible with the existing pipeline or is there a 3rd party add on that could accomplish this?
Thanks in advance.
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Peter Krasznekewicz
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Thanks in advance.
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Peter Krasznekewicz
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