Hello,
We were trying out the docusign part of the extension since we use that in BC and I was wondering if there is a setting or way to help the team out when asking for signatures. Right now the window comes up and as far as I can tell you need to put in all the emails and people manually and it is not able to leverage the contacts that are in the system. I think it is good to be able to add signees without needing a contact but the majority of the time we have this on file and the team would have to either memorize everyone or pull up the customer contacts in a second tab. Is there something I missed in the video or settings that would help this situation?
hougaard Answered question June 23, 2025
Okay, thanks for confirming. Just so I can confirm with my team, what kind of timelines do you work with for updates like this?