Connecting your Jetbuilt account to DocuSign allows you to export proposals straight to DocuSign, where you can add signatures to your proposal and export.

1. Go to Settings > Company > Integrations

2. Click on Connect to DocuSign, then log in to your DocuSign account.

3. Once you have completed the connection, a DocuSign button is added to the Reports section of every project. Clicking this button sends that report to your DocuSign account.

4. To access the report in DocuSign, go to Manage > Drafts.

 You may then add signatures and export the document accordingly. 

Did this answer your question?