We are excited about the response we’ve received to our recent DocuSign integration. Since launching in April, we’ve heard glowing feedback from the 100+ companies that have leveraged Flex DocuSign integration (2,000+ times to date!). As with all things Flex, however, we have continued to iterate and improve the DocuSign integration and wanted to highlight a sampling of those enhancements as of today.
New Features
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Export PDF reports from Flex to DocuSign
- use it from Quotes, Invoices, and Event Folders
- use it with most enabled reports
- some have the DocuSign signature tabs
- many lack the signature tabs, but the PDF can be exported and then tabs added in DocuSign
- this includes custom reports
- this includes the “Generate PDF” report which displays the “report stack” or “Default Print Format Report”
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More DocuSign features coming in the future
Here is our CEO, Chris Stein, to give you a tour of these new features.
What’s Next
As you know, we are never done. So, we are also happy to share what’s coming next on our production timeline:
- See DocuSign document status inside Flex
- DocuSign status update can affect Flex workflow status
So if you haven’t tried the DocuSign integration yet, what are you waiting for? Get started today!
