Hi Michaela! Thanks for this. Our company is really happy with DocuSign and we’d like to stick by it as much as we can. That being said, I’m open to checking other signing platforms that will enable us to make our workflow more efficient.
To update you, I was actually able to make use of the ‘send document to sign’ module of docusign in integromat. It enabled me to pass on a document made with google docs then passed on details of signatory from airtable. One deal breaker is that it can’t configure signing order and envelope expiration. A work around I’m doing right now is to make it as a draft as a default instead of sending it to the signers right away. I know this will require a manual step for us to edit the draft to enable signing order and envelope expiration but this is definitely better than our current workflow.
By the way, I have no experience in coding/scripts so making an API call is something I’m not familiar with. However I already asked from our IT team if they can help me on this extra step