Enhance your proposal and contract management workflow by connecting Docusign and Capsule, creating more time to welcome new clients, collaborate with partners, and manage the rest of your workload.
Connecting Docusign and Capsule via Zapier opens up new ways to speed up your contract and proposal management. Create new Docusign requests triggered by new or updated contacts in CRM. Or automatically update your Capsule Opportunities when your documents are completed in Docusign.
Integrating Capsule and Docusign takes the legwork out of signing new business and automates your admin tasks. Set up your Docusign connection with the Zap templates found in our guide.
This integration requires a Zapier plan that enables multi-step Zaps.