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Docusign Capabilities with Inbox
Request on behalf of VIP client (Resicert).
Client would like a solution where DocuSign can be integrated with Ontraport's Inbox feature. The key components of the request are that:
* All documents are uploaded and signed in DocuSign.
* All email correspondence is sent and logged through Ontraport, so they can access all logs of conversations, and associated links and attachments. Emails would not be sent via Docusign.
* The full Due Diligence process is trackable in Ontraport from first contact to resolution whether the sale closed or not.
* Assign Ontraport contact info to the Docusign template, to prevent having to manually update for each contact that goes through the process.
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