DocuSign

DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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How does

DocuSign

work with Pano?

When you connect DocuSign to Pano, your team will be able to quickly reference the status of documents across platforms. See a Contact’s contracts, who has connected with them, and where they are in the process of finalizing a contract.

What data does Pano sync?

Envelopes (Documents)
Participants

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What are some key use cases?

Quickly search within Pano to see the status of a document signature for a specific Contact.
Use the Pano Chrome extension to reference relevant documents across your existing CRM platforms.
Find who in your organization has sent a document to a Contact.
Log a historical record of all documents a Contact has been sent, signed, and delivered!

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