Integrations › Documents & E-Signature

DocuSign and IntuBu

Status: On the roadmap. Electronic signature for quotes, contracts and change orders.

How it works

OAuth 2 (JWT for server-side). A quote or contract is sent for signature from the record; the completed envelope and its certificate attach back to the document, and completion can trigger the order.

Why it matters

The signed document and the invoice that depends on it should not live in different systems — that gap is where disputed change orders come from.

What moves