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Quickbase and Docusign pipeline question

  • Jun 25, 2021 9:42 PM UTC
  • 0 replies
  • 167 views
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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    This topic has been closed for replies.

    KeithJusas
    Forum|alt.badge.img+7
    • KeithJusas
    • Qrew Cadet
    • Jun 28, 2021 6:35 PM UTC
    Hi Peter,
      we offer 3rd party add-ons for Quickbase:
    • Exact Forms Plus will allow you to create dynamic PDF's from yiour Quickbase data
    • DocuSIgn for Quickbase can take that PDF file created by Exact Forms Plus and route it to DocuSign for signature


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    Keith Jusas
    CEO
    Juiced Technologies, Inc.
    Ronkonkoma NY
    6316175060
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    • DonLarson
    • Qrew Champion
    • Jun 28, 2021 6:57 PM UTC
    I have deployed the Juiced product at clients.  It works well.

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    Don Larson
    Paasporter
    Westlake OH
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