Date/Time
Date - February 21, 2024
3:00 pm - 3:30 pm - London (UK Time)

This bitesize webinar focuses on the ease in which BPA Platform can connect to DocuSign eSignature software for integration and automation projects. Many customers utilise DocuSign for distributing and signing documents such as non-disclosure agreements, statements of work, quotes and proposals, invoices, transaction receipts, employee contracts and other HR forms. During the webinar, we will demonstrate:

• A sales order as a PDF sent to DocuSign to be signed, returning and added to an ERP as a signed copy
• Future possibilities with reading information within the documents and extracting the data to be placed within another system
• An overview of how DocuSign integration is set up and examples of how integration and automation capabilities can benefit customers in conjunction with an ERP or vendor product

There will also be an opportunity to ask questions at the end of the session.

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