Skip to content

DocuSign / e-signature integration for plan acknowledgement #26

Description

@xozai

Priority: Low\n\nMany comp processes require reps to formally acknowledge their plan. Add an e-signature step (DocuSign API or HelloSign) that sends the comp plan PDF to the rep for signature, tracks completion status, and stores the signed document against the plan record. Trigger the send when a plan is published.

Metadata

Metadata

Assignees

No one assigned

    Labels

    enhancementNew feature or request

    Projects

    No projects

      Milestone

      No milestone

      Relationships

      None yet

      Development

      No branches or pull requests

      Issue actions