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Designed to Convert More Leads into Deals

Home Knowledge Base - Article DocuSign to SimplifyREI
Self Help Documentation

DocuSign to SimplifyREI

  1. When Seller is ready for contract you can send him/her E-Signature template via DocuSign 
  2. Open desired Lead in Simplified Seller App
  3. Scroll down to “Contract Information” section 
  1. Select the Sales contract action
  2. Click on “Send Contract PDF Via Email (Compatible with Docusign Integration)”
  3. The Contract will sent to Your seller
  4. SimplifyREI send you a confirmation comment in activity page like:
  1. When seller signs contract The PDF of that contract will be attached to the desired lead
  2. 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