TigerLRM - DocuSign Integration
Good News, now you can use DocuSign to send contracts, job offers, invoices, purchase orders, and more with TigerLRM.
It’s simple to use.
Any document that you want signed, filled, or approved can be sent via DocuSign through our LRM application.
Next, inside of your TigerLRM App you can select the DocuSign form you want and send a link to your client.
Once your client gets the link, they can open it up in any browser, sign or initial where needed and send it back to you.
When they complete the form, you’ll get a notification.
No stress, if you’re away from your computer, you can always check the status of your DocuSign document.
Activate your DocuSign add-on now!
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.