DocuSign makes signature collection easier for you and your clients.
The new DocuSign integration makes creating agreements and managing their progress within Jobber a breeze–saving you time and giving you increased visibility into approvals. You can automatically draft up a DocuSign agreement for the client when a quote is sent or approved, or when a job is created in Jobber. Plus, the agreement template you set up in DocuSign can automatically populate Jobber fields–such as client name, property address, quote number, and more–onto your DocuSign agreement. Once sent, you can keep an eye on the signature status from Jobber within the quote or job created for the client.
The DocuSign integration is available on Connect and Grow plans in the United States and Canada.