Billy's Docusign integration allows teams to leverage Docusign's signing experience with Billy's tracking functionality. Let's explore setting up the integration. It's very quick and easy!
The first step is to navigate to Settings > Connected Apps > Docusign: Setup in your Billy account.
Login to Docusign
Allow Access...
Select your Docusign account > Save Selection...
The integration is synced when the green checkmark confirms that the setup is complete.
If you have any questions, please reach out to our team via the in-app chat or email at any time!