I need an automation created using Zapier to streamline our DocuSign document signing process. The automation should allow us to send documents to DocuSign for e-signature directly from our existing systems by setting up a trigger. This trigger would take the document details entered by our team such as recipient information, document type and template to use. We have approximately four main template types that need to be integrated. Either a single trigger capturing all required fields can be set up or separate triggers for each document type.
Once the trigger is activated, the automation would select the corresponding DocuSign template based on the document type chosen. It would then populate the template fields with the recipient and document details captured in the trigger. The template would promptly be sent to the recipient for e-signature directly within DocuSign. Integration of our current systems with DocuSign using Zapier automations in this manner would help streamline our document signing workflow significantly by automating repetitive tasks.
The agreed pricing for this project is fixed and will not be exceeded under any circumstances. Any proposals submitted must be in agreement with this stipulation. While the requirements include setting up triggers to capture data and selecting templates in DocuSign, pricing deviations will not be accepted once the proposal is submitted. Please ensure all aspects of the project description and pricing terms are clear prior to submittal to avoid any delays or issues during project execution.
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