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DocuSign Integration
DocuSign Integration

How to connect and use our DocuSign Integration

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

As an Enterprise user, connecting your Jetbuilt account to DocuSign allows you to export proposals straight to DocuSign, where you can add signatures 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. 

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