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Docusign Capabilities with Inbox

Douglas Smith

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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