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EchoSign for NetSuite
NetSuite Integration
EchoSign for NetSuite allows you to send, monitor and organize contracts directly from NetSuite CRM. Track the progression of a contract from estimate to sales order, automate follow-ups based on signer activity and, once you're signers have signed with a click, your contracts are automatically signed, tracked and filed back into NetSuite.
Trajectory delivers the EchoSign workflow, reporting and automation specifically tailored to your organization.
With EchoSign integration into NetSuite you enjoy the following benefits:
- Send any contract or agreement for electronic signatures or fax signature directly from NetSuite
- Link agreements to customer, estimate or other NetSuite records
- Get real time visibility, and full audit trail into every contract sent from NetSuite
- Convert estimates to EchoSign docs with one-click
- Get instant updates, and automate sales activate when signers view contracts
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