Did you know you can automate the sending of contracts directly from Airtable? Imagine clicking a button to generate and send a contract to a prospect or new hire. Thats exactly what we are going to cover using #airtable #zapier and #docusign. After this video you will know the ins and outs of leveraging your Airtable data to generate contracts quickly.
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00:00 Introduction
00:33 Use Case
01:11 Table and Field Setup
01:35 Tools: Zapier, Docusign
02:30 Creating a Docusign Template
04:15 Configuring the template fields
08:00 Zapier Setup: Create and send Docusign
19:15 Zapier Setup: Upload Signed Contract
21:48 End to End Demo
23:33 Wrap up