Import signed contracts contract_signed.pdf
Contract Auto-Fill
Automatically extract data from signed contracts to populate CRM fields for seamless client onboarding.
Import completed invoices invoice_approved.pdf
Update CRM client_record.csv
Invoice Processing
Streamline invoice approvals by extracting invoice details and initiating payment processes upon DocuSign completion.
Extract invoice information
Send data to accounting software
Import executed agreements agreement_executed.pdf
Automated Signatory Check
Ensure compliance by verifying signatory details against internal records after documents are signed via DocuSign.
Verify signatory details