DocuGen

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@marikesmith7079 2 ай бұрын

Hi, op.sign isn't available anymore. What else can I use?

@docugen 2 ай бұрын

You can use DocuGen Sign! Here is a quick introduction: kzbin.info/www/bejne/qqndqotud62mqLs To get started, head to our support article: support.docugen.io/hc/en-us/articles/19838932369298-Get-started-with-DocuGen-Sign

@marikesmith7079 2 ай бұрын

I actually saw it, but I am finding it very difficult to set up the same automations as in this video.

@mastering-monday 2 ай бұрын

wow, so excited by this new development!

@kneiz 2 ай бұрын

Can the person that needs to sign the contract add some notes if he's not happy about something?

@docugen 2 ай бұрын

Hi! Not yet, but we're planning to add the ability to allow the signer to decline signing. Perhaps we can allow the signer to provide feedback or comments once they decline. Thanks for the idea!

@MetaLuxe. 2 ай бұрын

is it possible to send for signature to more than 1 signer in order by clicking through op.sign

@jimmorgan8625 11 ай бұрын

Really good! Thanks

@gregorydelgado5825 Жыл бұрын

Very helpful! Looking forward to using this in our Boards.

@dhd2042 Жыл бұрын

Hello, thank you for the great content. Do you have any instructions on how to set up the workflow in this video?

@Legend-ys1cm 2 жыл бұрын

𝕡𝐫ｏ𝕄ｏ𝔰𝓶 😒

@john_crumpton 2 жыл бұрын

Excellent. You should add the landing page link in the description.

@zoetmoments5625 2 жыл бұрын

How can someone generate a doc for just 1 specific row rather than it generating for every single row in a group. is there a way so that a row is not getting the same doc duplicated over and over and over again unless specified

@docugen 2 жыл бұрын

Hi ZOETMOMENTS! You can certainly achieve to generate a document from a specific row by using the Filter option or by using the Button Integration. For the steps and detailed information, please check this help article support.docugen.io/hc/en-us/articles/360018603079

@john_crumpton 2 жыл бұрын

Thank you! Could you do a breakdown of the automation process?

@dripdropmarketing 2 жыл бұрын

Can you use this to pull info from Monday for the template vs the client entering it - I'm looking to do this with automation and similar automation you used

@docugen 2 жыл бұрын

Hi Devan, yes, you can have the document sent to your clients and have them sign it. You can find more information bit.ly/39XEsSx. If you have any questions or concerns, please reach out to us at [email protected]

@YourLifeRE 2 жыл бұрын

This is awesome. Can you show me how to create the automation to do that?

@docugen 2 жыл бұрын

Hi Michelle! You can find detailed information here: bit.ly/3suTHbL, if you have any questions or concerns, please feel free to reach out to us at [email protected]!

@ramch.bachkheti456 3 жыл бұрын

👏👏👏

@mauricioladrondeguevaratop6221 3 жыл бұрын

Porfin! gracias!

@robertf7741 3 жыл бұрын

Great work!

@diegofernandodiaz5195 3 жыл бұрын

Im having difficulties with the integration. When I change my Status to "sent" so it can create the document, Docugen doesn't create it. Can someone help me, please.

@docugen 2 жыл бұрын

Hi Diego! We're sorry to hear about the issues you are experiencing! We highly recommend that you re-create the integration recipe and ensure that the integration recipe is pointing to the correct DocuGen view, please feel free to reach out to us at [email protected] if you have further questions or clarifications.

@mauricioladrondeguevara3442 3 жыл бұрын

any ideas for quotes or invoices? With a list of products, will it be possible later to use the template in excel?

@docugen 2 жыл бұрын

Hi Mauricio, apologies for getting back to you late! Please check out this video on how you can generate product-based quotes: kzbin.info/www/bejne/mpCcZ6OehteYiKc, regarding the Excel format, currently, DocuGen only support Word format for templates. If you have any questions, feel free to reach out to us via chat. Good day!

Ең жақсы KZbin

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