- When Seller is ready for contract you can send him/her E-Signature template via DocuSign
- Open desired Lead in Simplified Seller App
- Scroll down to “Contract Information” sectio
- Select the Sales contract action
- Click on “Send Contract PDF Via Email (Compatible with Docusign Integration)”
- The Contract will sent to Your seller
- SimplifyREI send you a confirmation comment in activity page like:
- When seller signs contract The PDF of that contract will be attached to the desired lead
- You can see the signed contract in the file
To maximize the most out of SimplifyREI, go through each of these articles and set up a proper system with your team that everyone enjoys.
If this article did not answer your questions regarding Docusign–>SimplifyREI Integration and you have viewed the rest of the Knowledge Base, send us an email! support@simplifyrei.io