Support Signed Contracts, Document Builder, DocuSign Integration

Ideas & Features
1

I’ve seen a few posts allude to this, but I could not find a dedicated post to this idea.

I want to generate a document that can be sent to a client to sign:

Smart sheet does this feature very well:

This would entail the following:

  1. A Rich text document template (preferably editable in HTML also) that can reference fields in an entity, And potentially on databases with relationships to that entity
  2. The ability to generate and attach a document to that entity
  3. The ability for this document to be sent to Docusign and automatically sync to a Docusign template to be sent out for signing. This would need to reference specific fields on the entity to be able to know the email addresses of the signers
  4. Once a document is signed it should be able to trigger another action in Fibery

I would love to hear others’ thoughts on this and would be happy to share additional thoughts.

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