Integrate Electronically Signed Resolution with airSlate SignNow

Integrate electronically signed resolution

the use case presented here is based on a business proposal development process using workflowgen which will be sent to the client via docusign for their approval and signature workflowgen allows you to manage the phases of customer needs analysis costing development validation by the sales team and sending the formalized sales proposal to docusign for signature by the customer workflowgen's graphical design tool allows you to create the workflow with the various human interactions in particular the initiation of the request following the issuance of the customer's needs the development of the offer and its validation the generation of the pdf document by system actions based on a template and the process data using the xml to pdf workflow application and the sending of the document using the docusign send application to be signed in docusign and then return to workflowgen for archiving purposes workflowgen's integrated form designer allows you to set up the form which contains a dynamic grid view that automatically calculates amounts and taxes and then displays the formalized offer as a pdf document which will be validated by the sales team before being sent to docusign for the client signature the first step of the process is for the sales team to enter information about the client and the details of their project the second step consists of the needs assessment the division of the project into components and it's costing by the project manager who can also call upon a technical expert to assist them in developing the offer once the project manager has completed the costing workflowgen uses a system action to generate the business proposal in pdf format which will be automatically populated with the information entered in the workflow gen form the sales team can then proceed to validate the offer as it will be presented to the customer workflowgen sends the business proposal to docusign and the customer receives an email in their inbox asking them to read and sign the document the customer can access the document directly within the docusign interface by clicking the review document button the business proposal is displayed in docusign and contains docusign's security information including the envelope number along with a message inviting the customer to provide their signature in a pre-defined area once the document has been signed the customer clicks finish to complete their action workflowgen's docusign check application has a wait action that monitors the document status and then retrieves it once it's been signed in docusign the signed document will be available for consultation by the various authorized teams of the supplier and then archived in workflowgen join the organizations already optimizing automating and integrating their business processes with workflowgen